Forthright Family Wealth Advisory LLC Ishares Tr Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 29,273 shares of IFRA stock, worth $1.37 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
29,273
Previous 29,148
0.43%
Holding current value
$1.37 Million
Previous $1.26 Billion
2.44%
% of portfolio
0.79%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IFRA
# of Institutions
432Shares Held
41.9MCall Options Held
22.4KPut Options Held
500-
Envestnet Asset Management Inc6.91MShares$323 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$90.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$89.3 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$69.5 Million0.01% of portfolio