Forum Financial Management, LP AEGON LTD Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Number of Shares
17,657
Previous 19,189 7.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-1,532 Reduced 7.98%
17,657 $0
Q4 2024

Feb 13, 2025
BUY
N/A
5,557 Added 40.76%
19,189 $0
Q3 2024

Oct 29, 2024
SELL
N/A
-2,387 Reduced 14.9%
13,632 $0
Q4 2023

Feb 07, 2024
BUY
N/A
16,019 New
16,019 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email