Forum Financial Management, LP Vaneck High Yield Muni ETF Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 548,752 shares of HYD stock, worth $28.5 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

548,752

Previous 539,402 1.73%

Holding current value

$28.5 Million

Previous $28 Million 1.73%

% of portfolio

0.56%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 20, 2025	BUY	$51.09 - $53.06 $477,691 - $496,111	9,350 Added 1.73%	548,752 $28.5 Million
Q4 2024 Feb 13, 2025	SELL	$51.09 - $53.06 $5.31 Million - $5.52 Million	-103,990 Reduced 16.16%	539,402 $28 Million
Q3 2024 Oct 29, 2024	BUY	$51.46 - $53.07 $1.87 Million - $1.93 Million	36,316 Added 5.98%	643,392 $34.1 Million
Q2 2024 Jul 30, 2024	BUY	$51.05 - $52.32 $11.8 Million - $12.1 Million	231,543 Added 61.66%	607,076 $31.4 Million
Q1 2024 May 09, 2024	SELL	$50.72 - $52.26 $7.96 Million - $8.2 Million	-156,857 Reduced 29.46%	375,533 $19.6 Million
Q4 2023 Feb 07, 2024	BUY	$47.58 - $51.74 $25.3 Million - $27.5 Million	532,390 New	532,390 $27.5 Million

Others Institutions Holding HYD

# of Institutions

363

Shares Held

79M

Call Options Held

41.8K

Put Options Held

522K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

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Forum Financial Management, LP Vaneck High Yield Muni ETF Transaction History