Forum Financial Management, LP

Q4 2022 13F Holdings

Location
Lombard, IL
Holdings as of
12/31/2022
Value ($000)
$3,035,413
Num holdings
594
Date filed
1/24/2023
Form type
13F-HR
Prev filing
11/7/2022
Next filing
4/19/2023
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type