Forbes Financial Planning, Inc. Spdr S&P Kensho New Economies Transaction History

Forbes Financial Planning, Inc.

$116 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-14,801 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	N/A	14,801 New	14,801 $875,000

Others Institutions Holding KOMP

# of Institutions

134

Shares Held

39.1M

Call Options Held

1.4K

Put Options Held

100

Financial Engines Advisors L.L.C. Santa Clara, CA

33.3M
Shares

$1.54 Billion
3.62% of portfolio
Betterment LLC New York, NY

1.45M
Shares

$67.1 Million
0.19% of portfolio
Marquette Asset Management, LLC

577K
Shares

$26.7 Million
4.83% of portfolio
Strategic Advocates LLC Logan, UT

421K
Shares

$19.4 Million
7.8% of portfolio
Horizon Investments, LLC Charlotte, NC

223K
Shares

$10.3 Million
0.24% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
Sector ETFs
Industry ETFs

More about KOMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.