Forthright Family Wealth Advisory LLC Spdr Portfolio Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 8,942 shares of SPYG stock, worth $927,374. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,942Holding current value
$927,374% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,358Shares Held
324MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
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Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
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Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio