Forum Financial Management, LP American Centy ETF Travantis C Transaction History
Forum Financial Management, LP
- $5.17 Billion
- Q1 2024
A detailed history of Forum Financial Management, LP transactions in American Centy ETF Travantis C stock. As of the latest transaction made, Forum Financial Management, LP holds 96,388 shares of AVMU stock, worth $4.46 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
96,388
Previous 96,362
0.03%
Holding current value
$4.46 Million
Previous $4.52 Million
0.62%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding AVMU
# of Institutions
34Shares Held
2.23MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc645KShares$29.8 Million0.01% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX260KShares$12 Million1.21% of portfolio
-
Mattern Wealth Management LLC229KShares$10.6 Million2.67% of portfolio
-
Financial Partners Group, Inc Overland Park, KS191KShares$8.85 Million1.44% of portfolio
-
Plancorp, LLC144KShares$6.67 Million0.29% of portfolio