Forthright Family Wealth Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 694,925 shares of SPLG stock, worth $48.7 Million. This represents 28.66% of its overall portfolio holdings.
Number of Shares
694,925
Previous 708,568
1.93%
Holding current value
$48.7 Million
Previous $43.6 Billion
2.01%
% of portfolio
28.66%
Previous 29.24%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio