Number of Shares
409,876.00
Current Holdings Value*
$20.98 Mil
% of Portfolio
0.35%
Total Estimate Gain
$366,513.82
% of Total Estimate Gain
0.91%

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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