13F HOLDINGS REPORT
Forum Private Client Group LLC
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001104659-23-115649
Total Value
$13.2M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Diamond Offshore Drilling Inc | 25271C201 | 700,863 | $10.3M | 77.68% |
| 2 | Nuveen Preferred & Income Oppo | NU | 440,000 | $2.8M | 21.03% |
| 3 | Summit Midstream Partners LP | SMC | 12,350 | $170,986 | 1.29% |