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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 151 | $1,563,599 | 32,514 | 0.00 | 0.00 | -16,230 | -33.30 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 152 | $1,539,439 | 11,730 | 0.00 | 0.00 | -1,216 | -9.39 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 153 | $1,531,439 | 8,020 | 0.00 | 0.00 | -1,184 | -12.86 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 154 | $1,529,208 | 7,342 | 0.00 | 0.00 | 29 | 0.40 | 03-31-2024 |
