Forum Financial Management, LP Vanguard Large Cap ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,291 shares of VV stock, worth $1.59 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,291
Previous 6,291
-0.0%
Holding current value
$1.59 Million
Previous $1.7 Million
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding VV
# of Institutions
1,273Shares Held
104MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.03 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.23 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.66 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$873 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$780 Million0.07% of portfolio