Forthright Family Wealth Advisory LLC Ishares Tr Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 29,273 shares of IFRA stock, worth $1.5 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
29,273
Previous 29,148
0.43%
Holding current value
$1.5 Million
Previous $1.26 Billion
2.44%
% of portfolio
0.79%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IFRA
# of Institutions
449Shares Held
44.5MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$370 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$111 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$103 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$78 Million0.01% of portfolio