Forthright Family Wealth Advisory LLC Purchases in Q3 2024

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
266K
New
$31.05 - $34.29 $8.27M - $9.13M
266K $9.71B
IVW
Ishares S&P 500 Growth ETF

ETFs
87.5K
+ 231.77%
$84.77 - $97.13 $7.41M - $8.49M
125K $13B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
135K
+ 100.18%
$44.83 - $47.42 $6.06M - $6.41M
270K $12.5B
AVLV
American Centy ETF Tr Avantis
79.1K
+ 1455.84%
$60.05 - $65.83 $4.75M - $5.2M
84.5K $5.95B
EFG
Msci Eafe Growth ETF

ETFs
33.3K
+ 70.92%
$96.84 - $108.77 $3.23M - $3.62M
80.3K $8.3B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
263K
+ 184.72%
$45.2 - $47.87 $11.9M - $12.6M
405K $9.44B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
67.9K
New
$36.02 - $41.68 $2.44M - $2.83M
67.9K $2.72B
CGMS
Capital Grp Core Plus Income E
85.2K
New
N/A
85.2K $2.36B
HEFA
Ishares Currency Hedged Msci E

ETFs
38.6K
New
$32.34 - $35.85 $1.25M - $1.38M
38.6K $1.38B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.2K
+ 94.66%
$56.04 - $62.99 $1.24M - $1.4M
45.6K $2.67B
SPY
Spdr S&P 500 ETF Trust

ETFs
449
+ 12.28%
$517.38 - $573.86 $232K - $258K
4.1K $2.49B
RRC
Range Resources Corp

Energy
13.2K
New
$27.91 - $34.84 $368K - $459K
13.2K $445M
PRI
Primerica, Inc.

Financial Services
763
New
$233.01 - $266.6 $178K - $203K
763 $226M
FISV
Fiserv Inc

Technology
1.07K
New
N/A
1.07K $223M
RF
Regions Financial Corp

Financial Services
7.78K
New
$19.51 - $23.42 $152K - $182K
7.78K $204M
IWF
Ishares Russell 1000 Gr ETF

ETFs
139
+ 7.29%
$332.02 - $382.76 $46.2K - $53.2K
2.05K $845M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.66%
$161.02 - $200.0 $3.86K - $4.8K
3.69K $837M
IWD
Ishares Russell 1000 Val ETF

ETFs
142
+ 3.66%
$173.36 - $189.8 $24.6K - $27K
4.02K $787M
NVDA
Nvidia Corp

Technology
54
+ 1.36%
$98.91 - $134.91 $5.34K - $7.29K
4.03K $574M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.38K
+ 17.56%
$46.96 - $52.8 $65K - $73.1K
9.27K $456M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 2.8%
$333.64 - $405.2 $6.34K - $7.7K
697 $301M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.2%
$453.41 - $572.44 $453 - $572
490 $306M
EPP
Ishares Inc

ETFs
448
+ 9.43%
$41.3 - $48.84 $18.5K - $21.9K
5.2K $243M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
705
+ 11.63%
$34.48 - $37.66 $24.3K - $26.6K
6.77K $243M
MSFT
Microsoft Corp

Technology
28
+ 0.84%
$395.15 - $467.56 $11.1K - $13.1K
3.38K $1.5B
GOOGL
Alphabet Inc.

Communication Services
42
+ 1.41%
$148.65 - $191.18 $6.24K - $8.03K
3.03K $529M
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 30 Reductions 30 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