Forum Private Client Group LLC Incresed Positions in Q3 2024

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
36.3K
+ 7.78%
$45.87 - $48.53 $1.67M - $1.76M
503K $24.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.02K
+ 3.05%
$117.9 - $128.2 $592K - $643K
170K $21.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.3K
+ 4.96%
$59.25 - $65.33 $670K - $739K
240K $15.5B
BNDX
Vanguard Total International B

ETFs
34K
+ 104.7%
$48.42 - $50.35 $1.64M - $1.71M
66.4K $3.34B
IXUS
Ishares Tr

ETFs
6.25K
+ 4.07%
$64.9 - $73.35 $406K - $459K
160K $11.6B
DFAI
Dimensional ETF Tr

ETFs
10.5K
+ 2.76%
$28.69 - $32.06 $302K - $337K
391K $12.4B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 4.87%
$44.83 - $47.42 $576K - $609K
277K $13B
Dimensional ETF Trust
24.5K
+ 40.22%
N/A
85.5K $2.47B
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 4.37%
$237.84 - $263.83 $248K - $275K
24.9K $6.56B
DFAE
Dimensional ETF Tr

ETFs
5.99K
+ 2.59%
$24.46 - $27.82 $146K - $167K
237K $6.49B
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.86K
+ 7.06%
$32.36 - $33.78 $254K - $265K
119K $4.01B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.08K
+ 3.82%
$76.38 - $78.87 $159K - $164K
56.6K $4.45B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.62K
+ 5.72%
$76.94 - $79.54 $125K - $129K
30K $2.39B
IVE
Ishares S&P 500 Value ETF

ETFs
66
+ 1.2%
$181.06 - $197.17 $11.9K - $13K
5.56K $1.1B
MUB
Ishares National Muni Bond ETF

ETFs
744
+ 36.96%
$106.13 - $108.7 $79K - $80.9K
2.76K $299M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 5.05%
$49.93 - $51.15 $50.9K - $52.2K
21.2K $1.09B
BRO
Brown & Brown, Inc.

Financial Services
6
+ 0.13%
$89.11 - $105.82 $535 - $635
4.62K $479M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
157
+ 0.42%
$18.36 - $19.08 $2.88K - $3K
38K $724M
CVS
Cvs Health Corp

Healthcare
188
+ 4.26%
$55.81 - $63.18 $10.5K - $11.9K
4.6K $289M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$41.9 - $48.26 $41.9 - $48.3
4.72K $226M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 1.82%
$160.76 - $177.82 $4.66K - $5.16K
1.62K $281M
XOM
Exxon Mobil Corp

Energy
100
+ 4.38%
$109.72 - $119.0 $11K - $11.9K
2.39K $280M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9
+ 0.2%
$74.26 - $78.84 $668 - $710
4.52K $354M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
51
+ 0.67%
$41.34 - $43.55 $2.11K - $2.22K
7.69K $332M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24
+ 0.27%
$50.15 - $51.27 $1.2K - $1.23K
8.88K $455M
MSFT
Microsoft Corp

Technology
1
+ 0.09%
$395.15 - $467.56 $395 - $468
1.06K $457M
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC 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 Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email