Forthright Family Wealth Advisory LLC Spdr Bloomberg Investment Grad Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 75,440 shares of FLRN stock, worth $2.32 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
75,440
Previous 72,624
3.88%
Holding current value
$2.32 Million
Previous $2.24 Billion
3.94%
% of portfolio
1.5%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding FLRN
# of Institutions
336Shares Held
53.6MCall Options Held
1.4KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN3.49MShares$108 Million0.03% of portfolio
-
Wealthfront Advisers LLC3.39MShares$105 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$77.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.29MShares$70.5 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.95MShares$59.9 Million0.0% of portfolio