Forum Financial Management, LP American Centy ETF Travantis C Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding AVMU
# of Institutions
42Shares Held
2.28MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc746KShares$34.2 Million0.01% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX263KShares$12 Million1.14% of portfolio
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Mattern Wealth Management LLC249KShares$11.4 Million2.75% of portfolio
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Financial Partners Group, Inc Overland Park, KS185KShares$8.49 Million1.32% of portfolio
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Plancorp, LLC144KShares$6.61 Million0.28% of portfolio