Forth Right Wealth Management, LLC First Tr Large Cap Value Transaction History
Forth Right Wealth Management, LLC
- $314 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
225Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$175 Million0.01% of portfolio
-
Ubs Group Ag974KShares$82.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$73.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$35.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$29 Million0.0% of portfolio