Forum Financial Management »

Aegon Ltd Amer Reg 1 Cert shares owned by Forum Financial Management

Quarter-by-quarter ownership of Aegon Ltd Amer Reg 1 Cert (AEG) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Aegon Ltd Amer Reg 1 Cert

Tip: Access up to 7 years of quarterly data

All positions including Aegon Ltd Amer Reg 1 Cert held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Aegon Ltd Amer Reg 1 Cert by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $97k 16k 6.05
2023-12-31 $92k 16k 5.76

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding Aegon Ltd Amer Reg 1 Cert

Dodge & Cox
Wellington Management Company
BlackRock
Dimensional Fund Advisors
Goldman Sachs Group
Optiver Holding B.V.
Raymond James & Associates
Brandes Investment Partners
Grace & White
Summit Global Investments
Point72 Europe
Pnc Financial Services
Citadel Advisors
Sei Investments
Us Bancorp

View all funds holding Aegon Ltd Amer Reg 1 Cert