Forum Private Client Group LLC Purchases and Sells in Q2 2024

Forum Private Client Group LLC

26 operations

Stock	Shares change	Price Range	Shares Held
JCPB	50.2K + 12.05%	$45.27 - $46.67 $2.27M - $2.34M	467K $21.6B
IVV	481 + 3.24%	$497.53 - $549.64 $239K - $264K	15.3K $8.38B
DIMENSIONAL ETF TRUST	17.1K + 38.98%	N/A	61K $1.52B
IXUS	5.74K + 3.88%	$65.1 - $70.07 $374K - $402K	154K $10.4B
BSV	4.44K + 8.86%	$75.81 - $76.76 $336K - $340K	54.5K $4.18B
DFAE	1.55K + 0.68%	$24.03 - $26.3 $37.2K - $40.7K	231K $5.97B

4 operations

Stock	Shares change	Price Range	Shares Held
SNA	1.61K New	$258.91 - $294.63 $417K - $475K	1.61K $421M
FITB	9.07K New	$34.09 - $38.98 $309K - $354K	9.07K $331M
MUB	2.01K New	$105.37 - $107.16 $212K - $216K	2.01K $215M
REDWOOD TRUST INC	10K New	N/A	10K $9.9M

39 operations

Stock	Shares change	Price Range	Shares Held
USMV	-6.82K - 18.98%	$79.92 - $84.63 $545K - $577K	29.1K $2.45B
VCIT	-6.29K - 28.69%	$77.99 - $80.49 $490K - $506K	15.6K $1.25B
VYM	-578 - 0.35%	$114.71 - $121.51 $66.3K - $70.2K	165K $19.5B
JPM	-2.17K - 49.79%	$180.08 - $204.79 $390K - $443K	2.18K $442M
AGG	-3.84K - 6.49%	$95.11 - $97.92 $365K - $376K	55.3K $5.37B
VIG	-2.29K - 6.88%	$173.33 - $185.29 $397K - $425K	31K $5.66B

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