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 $234,086. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,149Holding current value
$234,086% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio