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 |
|---|---|---|---|---|---|---|---|---|---|
| RAMBUS INC DEL | COM | 601 | $272,953 | 4,416 | 0.00 | 0.00 | 1,000 | 29.27 | 03-31-2024 |
| WHEATON PRECIOUS METALS CORP | COM | 602 | $272,930 | 5,791 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VOYA FINANCIAL INC | COM | 603 | $272,839 | 3,691 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WSFS FINL CORP | COM | 604 | $272,736 | 6,042 | 0.00 | 0.00 | -319 | -5.01 | 03-31-2024 |
