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Forum Financial Management’s Advantage Solutions ADV Stock Holding History

Forum Financial Management’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,527
Closed -$33.7K – 868
2024
Q4 		$33.7K Buy
+11,527
New +$33.7K ﹤0.01% 886