Forum Financial Management, LP Vanguard Russell 3000 ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 2,434 shares of VTHR stock, worth $591,948. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,434
Previous 2,434
-0.0%
Holding current value
$591,948
Previous $632,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding VTHR
# of Institutions
207Shares Held
4.68MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$153 Million0.04% of portfolio
-
Wealthfront Advisers LLC522KShares$127 Million0.11% of portfolio
-
Lincoln National Corp460KShares$112 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$63.7 Million17.97% of portfolio
-
Natixis Advisors, L.P. Boston, MA213KShares$51.9 Million0.1% of portfolio