Forthright Family Wealth Advisory LLC Spdr S&P 500 ETF Trust Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,104 shares of SPY stock, worth $2.48 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
4,104
Previous 3,655
12.28%
Holding current value
$2.48 Million
Previous $1.99 Billion
25.4%
% of portfolio
1.6%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,552Shares Held
593MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$34.3 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.5 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$20 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.9 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$11.1 Billion1.88% of portfolio