Forum Financial Management, LP

Q4 2023 13F Holdings

Location
Lombard, IL
Holdings as of
12/31/2023
Value ($000)
$5,306,964
Num holdings
687
Date filed
2/7/2024
Form type
13F-HR
Prev filing
11/6/2023
Next filing
5/9/2024
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