Forthright Family Wealth Advisory LLC Ishares Tr Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 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 27,093 shares of IFRA stock, worth $1.28 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
27,093
Previous 29,273
7.45%
Holding current value
$1.28 Million
Previous $1.23 Billion
10.46%
% of portfolio
0.87%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
460Shares Held
44.5MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$342 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$102 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$95.4 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$71.9 Million0.01% of portfolio