Forth Right Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Forth Right Wealth Management, LLC
- $286 Million
- Q1 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 964 shares of OEF stock, worth $256,452. This represents 0.09% of its overall portfolio holdings.
Number of Shares
964
Previous 1,012
4.74%
Holding current value
$256,452
Previous $269,000
4.83%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding OEF
# of Institutions
969Shares Held
95.6MCall Options Held
1.53MPut Options Held
38.7K-
Demars Financial Group, LLC50.7MShares$13.5 Billion5.35% of portfolio
-
Bank Of America Corp Charlotte, NC6.4MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc4.1MShares$1.09 Billion0.37% of portfolio
-
Fifth Third Bancorp2.45MShares$651 Million2.52% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$542 Million0.04% of portfolio