Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 05-09-2024 | 03-31-2024 | 809 | 5,852,062,643 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 101 | $2,228,389 | 9,294 | 0.00 | 0.00 | 147 | 1.61 | 03-31-2024 |
| COCA COLA CO | COM | 102 | $2,193,754 | 35,857 | 0.00 | 0.00 | -6,250 | -14.84 | 03-31-2024 |
| SHELL PLC | SPON ADS | 103 | $2,176,012 | 32,458 | 0.00 | 0.00 | 6,127 | 23.27 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 104 | $2,172,091 | 12,375 | 0.00 | 0.00 | -2,078 | -14.38 | 03-31-2024 |
