Forth Right Wealth Management, LLC Spdr Portfolio Transaction History
Forth Right Wealth Management, LLC
- $286 Million
- Q1 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 4,149 shares of SPMD stock, worth $199,981. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,149Holding current value
$199,981% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
730Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
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Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
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Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio