ForthRight Wealth Management, LLC NOBL Holdings History
ForthRight Wealth Management, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 342,040.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $34.95 Mil. This investment constitutes 11.69% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.29% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.
The initial trade took place in 2020Q4. And since then ForthRight Wealth Management, LLC has made 10 purchases of NOBL, at an average price of $81.34, for a total of 393,223.00 shares. In addition, there have been 7 sales at an average price of $94.06 for 51,183.00 shares. Based on historical transaction data and NOBL's current price of $102.50, ForthRight Wealth Management, LLC's estimated gain on his NOBL holdings is $7.89 Mil, reflecting a 24.67% gain to date.
ForthRight Wealth Management, LLC NOBL ($102.50) Holding Chart
ForthRight Wealth Management, LLC NOBL ($102.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
