Forefront Wealth Partners, LLC KURV ETF TR Transaction History

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 2025
Number of Shares
20,417
Previous 28,920 29.4%
Holding current value
$475 Million
Previous $787 Million 39.67%
% of portfolio
0.32%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-8,503 Reduced 29.4%
20,417 $475 Million
Q4 2024

May 14, 2025
BUY
N/A
28,920 New
28,920 $787 Million
Track This Portfolio

Track Forefront Wealth Partners, LLC Portfolio

Follow Forefront Wealth Partners, 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 Forefront Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email