Forum Financial Management, LP

Q4 2024 13F Holdings

Location
Lombard, IL
Holdings as of
12/31/2024
Value ($000)
$5,929,650
Num holdings
890
Date filed
2/13/2025
Form type
13F-HR
Prev filing
10/29/2024
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type