Forthright Family Wealth Advisory LLC Ishares S&P 100 ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 13,902 shares of OEF stock, worth $3.67 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
13,902
Previous 12,912 7.67%
Holding current value
$3.67 Million
Previous $2.88 Billion 19.24%
% of portfolio
2.31%
Previous 2.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$219.81 - $247.98 $217,611 - $245,500
990 Added 7.67%
13,902 $3.44 Billion
Q4 2023

Feb 28, 2024
BUY
$193.71 - $224.12 $2.5 Million - $2.89 Million
12,912 New
12,912 $2.88 Billion

Others Institutions Holding OEF

# of Institutions
771
Shares Held
34.4M
Call Options Held
12.6K
Put Options Held
12.7K
View Full List

About ISHARES S&P 100 ETF

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