Forum Financial Management, LP Vanguard Long Term Treasury Et Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Forum Financial Management, LP holds 109,048 shares of VGLT stock, worth $6.36 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
109,048
Previous 109,048
-0.0%
Holding current value
$6.36 Million
Previous $6.04 Million
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding VGLT
# of Institutions
438Shares Held
121MCall Options Held
218KPut Options Held
76.9K-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$795 Million0.2% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$626 Million2.01% of portfolio
-
Bank Of America Corp Charlotte, NC9.97MShares$582 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.39MShares$489 Million0.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.52MShares$380 Million0.78% of portfolio