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Enviva shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Enviva shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Enviva

Tip: Access up to 7 years of quarterly data

All positions including Enviva 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 Enviva by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2 20k 0.00
2024-06-30 $8.6k 20k 0.43
2024-03-31 $8.8k 20k 0.44
2023-12-31 $18k 18k 1.00

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding Enviva

Keyframe Capital Partners
Susquehanna International
Kepos Capital
Citadel Advisors
Jpmorgan Chase & Co
Bluefin Capital Management
Invesco
Icapital Wealth
TRUE Private Wealth Advisors
Raymond James Financial Services Advisors
Engineers Gate Manager
Forthright Family Wealth Advisory
Raymond James & Associates
JustInvest
FNY Investment Advisers

View all funds holding Enviva