Forum Financial Management, LP

Q1 2024 13F Holdings

Location
Lombard, IL
Holdings as of
3/31/2024
Value ($000)
$5,852,063
Num holdings
741
Date filed
5/9/2024
Form type
13F-HR
Prev filing
2/7/2024
Next filing
7/30/2024
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