List of top 200 securities held by Forthright Family Wealth Advisory LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-30 12:46:48
Total Holdings: 52
Assets Under Management (AUM) :
$149,719,008 ($149.72M)
Reporting Manager: Neal D. Carlson
Address:
825 TOWN AND COUNTRY LN
12TH FL
HOUSTON, TX 77024
Since : total money flow = , gains and losses =
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