Forthright Family Wealth Advisory LLC Ishares Inc Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Inc stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,750 shares of EPP stock, worth $230,232. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,750
Previous 4,750
-0.0%
Holding current value
$230,232
Previous $203 Million
0.44%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding EPP
# of Institutions
196Shares Held
34.9MCall Options Held
0Put Options Held
5.5K-
Goldman Sachs Group Inc New York, NY11.3MShares$547 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.38MShares$455 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$135 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$90.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.7MShares$82.4 Million0.01% of portfolio