Forthright Family Wealth Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 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 708,568 shares of SPLG stock, worth $45.3 Million. This represents 29.24% of its overall portfolio holdings.
Number of Shares
708,568
Previous 676,127
4.8%
Holding current value
$45.3 Million
Previous $37.8 Billion
15.35%
% of portfolio
29.24%
Previous 29.61%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,017Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.15 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.9 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.76 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$843 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$658 Million0.06% of portfolio