Forthright Family Wealth Advisory LLC Spdr Portfolio S&P 500 Value E Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 17,143 shares of SPYV stock, worth $940,122. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,143Holding current value
$940,122% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,166Shares Held
450MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
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Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
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Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio