Forthright Family Wealth Advisory LLC Ishares Inc Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
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 4,750 shares of EPP stock, worth $218,500. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,750
Previous 4,750
-0.0%
Holding current value
$218,500
Previous $203 Million
0.44%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding EPP
# of Institutions
199Shares Held
34.5MCall Options Held
0Put Options Held
5.5K-
Goldman Sachs Group Inc New York, NY11.3MShares$519 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.38MShares$431 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$128 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$85.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.7MShares$78.2 Million0.01% of portfolio