Forum Financial Management, LP

Q1 2024 vs. Q2 2024 13F Holdings

Period
Q1 2024
Q2 2024
Holdings as of
3/31/2024
6/30/2024
Value ($000)
$5,852,063
$5,527,014
Num holdings
741
716
Form type
13F-HR
13F-HR
Date filed
5/9/2024
7/30/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2024 Q2 2024 Diff Chg % Q1 2024 Q2 2024 Diff Chg %