Forum Financial Management, LP HYD Holdings History
Forum Financial Management, LP's VanEck High Yield Muni ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 409,876.00 shares of VanEck High Yield Muni ETF(HYD), totaling $20.98 Mil. This investment constitutes 0.35% of their stock portfolio, and Forum Financial Management, LP now holds 0.61% of the outstanding VanEck High Yield Muni ETF(HYD) stock.
The initial trade took place in 2023Q4. And since then Forum Financial Management, LP has made 3 purchases of HYD, at an average price of $50.27, for a total of 800,249.00 shares. In addition, there have been 3 sales at an average price of $51.84 for 390,373.00 shares. Based on historical transaction data and HYD's current price of $49.66, Forum Financial Management, LP's estimated gain on his HYD holdings is $366,513.82, reflecting a 0.91% gain to date.
Forum Financial Management, LP HYD ($49.66) Holding Chart
Forum Financial Management, LP HYD ($49.66) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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