Forum Financial Management, LP Vanguard Index Fds S&P 500 ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 8,380 shares of VOO stock, worth $4.25 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,380
Previous 8,380
-0.0%
Holding current value
$4.25 Million
Previous $4.52 Million
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding VOO
# of Institutions
3,539Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.9 Billion7.64% of portfolio