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 $218,610. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,149Holding current value
$218,610% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio