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Ishares Tr us infrastruc shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr us infrastruc (IFRA) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Ishares Tr us infrastruc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us infrastruc held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us infrastruc by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 29k 43.36
2023-12-31 $1.1M 28k 40.27

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ishares Tr us infrastruc

Envestnet Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
Wharton Business Group
Envestnet Portfolio Solutions
CWM
BlackRock
Mariner Wealth Advisors
Park Avenue Securities
Hsbc Holdings
Pnc Financial Services
Ameriprise Financial
Wells Fargo & Company
Janney Montgomery Scott

View all funds holding Ishares Tr us infrastruc