Forum Financial Management, LP

Q4 2024 13F Holdings

Location
Lombard, IL
Holdings as of
12/31/2024
Value ($000)
$6,035,606
Num holdings
891
Date filed
2/20/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
10/29/2024
Next filing
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