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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 51 | $5,726,263 | 51,812 | 0.00 | 0.00 | 49,449 | 2092.64 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 52 | $5,330,173 | 59,555 | 0.00 | 0.00 | -1,830 | -2.98 | 03-31-2024 |
| DEERE & CO | COM | 53 | $5,218,413 | 12,705 | 0.00 | 0.00 | -210 | -1.63 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $5,012,328 | 31,776 | 0.00 | 0.00 | -133 | -0.42 | 03-31-2024 |
