Forthright Family Wealth Advisory LLC Ishares Inc Transaction History

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 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 5,198 shares of EPP stock, worth $239,263. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,198
Previous 4,750 9.43%
Holding current value
$239,263
Previous $204 Million 18.8%
% of portfolio
0.16%
Previous 0.13%

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
210
Shares Held
31.2M
Call Options Held
2.5K
Put Options Held
4.1K
View Full List

About ISHARES INC

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