Forth Right Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Forth Right Wealth Management, LLC
- $314 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.37MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY634KShares$70 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC623KShares$68.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA577KShares$63.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6467KShares$51.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC409KShares$45.2 Million0.0% of portfolio