Forum Private Client Group LLC

Q2 2025 13F Holdings

Location
Fishers, IN
Holdings as of
6/30/2025
Value ($000)
$259,466
Num holdings
80
Date filed
8/12/2025
Form type
13F-HR
Prev filing
5/1/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type