Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History

Forum Financial Management, LP

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$59.95 - $65.89 $34,051 - $37,425	568 Added 16.04%	4,109 $270,000
Q4 2023 Feb 07, 2024	SELL	$54.34 - $62.7 $18,421 - $21,255	-339 Reduced 8.74%	3,541 $221,000
Q3 2023 Nov 03, 2023	BUY	$56.69 - $60.91 $510 - $548	9 Added 0.23%	3,880 $224,000
Q2 2023 Jul 26, 2023	BUY	$56.07 - $60.13 $18,447 - $19,782	329 Added 9.29%	3,871 $222,000
Q1 2023 Apr 19, 2023	BUY	$55.2 - $60.58 $195,518 - $214,574	3,542 New	3,542 $207,000

375

78.4M

200

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

Stay updated on Forum Financial Management, LP with notifications on news.