Forthright Family Wealth Advisory LLC Ishares Inc Transaction History

Forthright Family Wealth Advisory LLC

  • $134 Million
  • Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Inc stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,198 shares of EPP stock, worth $262,083. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,198
Previous 5,198 -0.0%
Holding current value
$262,083
Previous $227,000 0.88%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
BUY
$41.3 - $48.84 $18,502 - $21,880
448 Added 9.43%
5,198 $243 Million
Q1 2024

Apr 29, 2024
BUY
$40.47 - $43.52 $192,232 - $206,720
4,750 New
4,750 $203 Million

Others Institutions Holding EPP

# of Institutions
190
Shares Held
31.7M
Call Options Held
1.6K
Put Options Held
3.6K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
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