Forum Financial Management, LP

Q2 2024 13F Holdings

Location
Lombard, IL
Holdings as of
6/30/2024
Value ($000)
$5,527,014
Num holdings
716
Date filed
7/30/2024
Form type
13F-HR
Prev filing
5/9/2024
Next filing
10/29/2024
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