SLWA
FRMM

San Luis Wealth Advisors’s Forum Markets FRMM Stock Holding History

San Luis Wealth 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
2025
Q4 		– Sell
-3,200
Closed -$77.1K – 183
2025
Q3 		$77.1K Buy
+3,200
New +$95.8K 0.01% 172

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's FRMM Position: Q4 2025 in Review

San Luis Wealth Advisors sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 3,200 shares — an estimated $77.1K sold.

San Luis Wealth Advisors first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $77.1K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

  • San Luis Wealth Advisors reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 3,200 Forum Markets shares in Q4 2025, an estimated $77.1K.
  • San Luis Wealth Advisors first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
  • San Luis Wealth Advisors's Forum Markets position peaked at $77.1K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on San Luis Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.