Forth Right Wealth Management, LLC Spdr Portfolio Transaction History
Forth Right Wealth Management, LLC
- $314 Million
- Q2 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 4,256 shares of SPMD stock, worth $242,677. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,256
Previous 4,149
2.58%
Holding current value
$242,677
Previous $211,000
9.48%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
802Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio