Forum Financial Management, LP Ishares Tr Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 1,966 shares of DVY stock, worth $268,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,966
Previous 1,966 -0.0%
Holding current value
$268,732
Previous $258,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $17,489 - $19,360
135 Added 7.37%
1,966 $258,000
Q3 2024

Oct 29, 2024
BUY
$119.99 - $135.74 $219,701 - $248,539
1,831 New
1,831 $247,000

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email