Level Financial Advisors’s Forum Markets FRMM Stock Holding History

Level Financial Advisors’s Portfolio FRMM Stock Details FRMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$21	–	87
2023 Q4	$21	Hold	1	–	–	﹤0.01%	275
2023 Q3	$61	Hold	1	–	–	﹤0.01%	282
2023 Q2	$117	Hold	1	–	–	﹤0.01%	281
2023 Q1	$180	Hold	1	–	–	﹤0.01%	239
2022 Q4	$0	Hold	1	–	–	﹤0.01%	277
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	226
2022 Q2	$2K	Hold	1	–	–	﹤0.01%	244
2022 Q1	$5K	Hold	1	–	–	﹤0.01%	182
2021 Q4	$8K	Buy	+1	New	+$17.8K	0.01%	181

Other funds holding FRMM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Level Financial Advisors's FRMM Position: Q1 2024 in Review

Level Financial Advisors sold out of Forum Markets (FRMM) in Q1 2024, closing a stake of 1 share — an estimated $21 sold.

Level Financial Advisors first reported a position in FRMM in Q4 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 5 funds tracked by Wall St. Rank hold FRMM as of Q1 2024.

Level Financial Advisors reported no remaining Forum Markets position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1 Forum Markets share in Q1 2024, an estimated $21.
Level Financial Advisors first reported a position in Forum Markets in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Forum Markets position peaked at $8K in Q4 2021.
5 funds tracked by Wall St. Rank held Forum Markets as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.