Forthright Family Wealth Advisory LLC Purchases and Sells in Q3 2025

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
17.1K
+ 1989.51%
N/A
17.9K $4.77M
4.31K
+ 740.21%
$620.67 - $670.08 $2.67M - $2.89M
4.89K $3.27M
31.1K
+ 46.17%
$62.54 - $68.42 $1.94M - $2.13M
98.4K $6.64M
25.5K
+ 29.54%
$68.33 - $72.69 $1.75M - $1.86M
112K $8.09M
29.9K
+ 66.65%
$54.21 - $57.41 $1.62M - $1.72M
74.8K $4.25M
18.8K
+ 71.05%
$61.62 - $72.77 $1.16M - $1.37M
45.3K $3.3M
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
17.1K
New
$52.12 - $55.33 $893K - $949K
17.1K $948K
8.94K
New
$94.33 - $105.31 $843K - $942K
8.94K $934K
384
New
$509.51 - $586.04 $196K - $225K
384 $225K
2.79K
New
$71.69 - $81.49 $200K - $228K
2.79K $224K
3.04K
New
$64.12 - $68.08 $195K - $207K
3.04K $207K
7.78K
New
$24.03 - $27.41 $187K - $213K
7.78K $205K
View all

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-129K
- 38.36%
$72.65 - $78.68 $9.37M - $10.1M
207K $16.2M
-53.6K
- 63.77%
$106.99 - $114.46 $5.74M - $6.14M
30.5K $3.47M
-107K
- 25.48%
$22.9 - $23.58 $2.45M - $2.52M
313K $7.35M
-37.2K
- 58.4%
$42.67 - $46.91 $1.59M - $1.74M
26.5K $1.24M
-10.5K
- 9.43%
$45.72 - $47.27 $479K - $495K
101K $4.72M
-12.7K
- 11.52%
$108.97 - $121.65 $1.38M - $1.54M
97.3K $11.7M
View all
Activity Summary
Buys All Purchases 32 New Holdings 11 Increased Positions 21 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email