Forth Right Wealth Management, LLC Spdr Portfolio Transaction History
Forth Right Wealth Management, LLC
- $338 Million
- Q3 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 4,272 shares of SPMD stock, worth $240,385. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,256
0.38%
Holding current value
$240,385
Previous $231,000
5.63%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio