Forum Financial Management, LP Vanguard Index Fds S&P 500 ETF Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,821 shares of VOO stock, worth $3.67 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,821
Previous 6,485
5.18%
Holding current value
$3.67 Million
Previous $3.24 Million
10.98%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding VOO
# of Institutions
3,146Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.2 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.9 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.6 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$11.9 Billion0.86% of portfolio