Forum Financial Management, LP Vanguard Specialized Funds Van Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forum Financial Management, LP holds 9,975 shares of VNQ stock, worth $894,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,975
Previous 9,975
-0.0%
Holding current value
$894,857
Previous $888,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio