Forum Financial Management, LP

Q1 2023 13F Holdings

Location
Lombard, IL
Holdings as of
3/31/2023
Value ($000)
$3,459,773
Num holdings
620
Date filed
4/19/2023
Form type
13F-HR
Prev filing
1/24/2023
Next filing
7/26/2023
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