Forum Financial Management, LP Flexshares Tr Global Quality R Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding GQRE
# of Institutions
51Shares Held
5.56MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL4.12MShares$248 Million0.03% of portfolio
-
Esl Trust Services, LLC593KShares$35.7 Million7.14% of portfolio
-
Dynamic Advisor Solutions LLC160KShares$9.63 Million0.33% of portfolio
-
Envestnet Asset Management Inc117KShares$7.07 Million0.0% of portfolio
-
Boltwood Capital Management81.5KShares$4.9 Million1.25% of portfolio