Forvis Wealth Advisors, LLC Innovator Etfs Tr Emerging Mkt Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator Etfs Tr Emerging Mkt stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,200 shares of EJUL stock, worth $326,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,200

Previous 26,283 49.78%

Holding current value

$326,436

Previous $644,000 47.83%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$23.84 - $25.78 $311,898 - $337,279	-13,083 Reduced 49.78%	13,200 $336,000
Q2 2024 Aug 09, 2024	SELL	$23.3 - $25.09 $191,852 - $206,591	-8,234 Reduced 23.85%	26,283 $644,000
Q1 2024 Apr 19, 2024	SELL	$22.72 - $23.96 $156,018 - $164,533	-6,867 Reduced 16.59%	34,517 $821,000
Q4 2023 Jan 11, 2024	SELL	$22.05 - $23.63 $154,372 - $165,433	-7,001 Reduced 14.47%	41,384 $977,000
Q3 2023 Oct 25, 2023	SELL	$22.45 - $23.77 $19,104 - $20,228	-851 Reduced 1.73%	48,385 $1.09 Million
Q2 2023 Aug 08, 2023	BUY	$22.92 - $23.63 $16,204 - $16,706	707 Added 1.46%	49,236 $1.13 Million
Q1 2023 Apr 26, 2023	SELL	$22.67 - $24.56 $24,166 - $26,180	-1,066 Reduced 2.15%	48,529 $1.13 Million
Q4 2022 Feb 02, 2023	SELL	$21.08 - $23.2 $13,512 - $14,871	-641 Reduced 1.28%	49,595 $1.13 Million
Q3 2022 Oct 13, 2022	BUY	$21.42 - $23.62 $104,122 - $114,816	4,861 Added 10.71%	50,236 $1.08 Million
Q2 2022 Jul 22, 2022	BUY	$22.72 - $25.51 $1.03 Million - $1.16 Million	45,375 New	45,375 $1.05 Million

Others Institutions Holding EJUL

# of Institutions

Shares Held

1.97M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR EMERGING MKT

Ticker EJUL
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Innovator Etfs Tr Emerging Mkt Transaction History