A detailed history of Forum Financial Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 1,831 shares of DVY stock, worth $244,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,831
Holding current value
$244,731
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$119.99 - $135.74 $219,701 - $248,539
1,831 New
1,831 $247,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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