Forth Right Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Forth Right Wealth Management, LLC
- $286 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$67.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$53.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$49.7 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL444KShares$37.1 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC427KShares$35.7 Million0.0% of portfolio