Forth Right Wealth Management, LLC Alps ETF Tr Intl Sector Divid Transaction History
Forth Right Wealth Management, LLC
- $274 Million
- Q1 2024
A detailed history of Forth Right Wealth Management, LLC transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 125,873 shares of IDOG stock, worth $3.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
125,873
Previous 131,897
4.57%
Holding current value
$3.74 Million
Previous $3.94 Million
5.05%
% of portfolio
1.36%
Previous 1.54%
Shares
15 transactions
Others Institutions Holding IDOG
# of Institutions
48Shares Held
5.76MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.1.19MShares$35.5 Million1.15% of portfolio
-
Morgan Stanley New York, NY920KShares$27.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC723KShares$21.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.526KShares$15.6 Million0.14% of portfolio
-
Del Sette Capital Management, LLC413KShares$12.3 Million10.13% of portfolio