Forvis Wealth Advisors, LLC Innovator Laddered Fund Of U.S Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 14,644 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,644

Previous 25,203 41.9%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	N/A	-10,559 Reduced 41.9%	14,644 $0
Q4 2024 Feb 03, 2025	SELL	N/A	-13,353 Reduced 34.63%	25,203 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-5,889 Reduced 13.25%	38,556 $0
Q2 2024 Aug 09, 2024	SELL	N/A	-9,109 Reduced 17.01%	44,445 $0
Q1 2024 Apr 19, 2024	SELL	N/A	-4,764 Reduced 8.17%	53,554 $0
Q4 2023 Jan 11, 2024	SELL	N/A	-12,038 Reduced 17.11%	58,318 $0
Q3 2023 Oct 25, 2023	SELL	N/A	-3,496 Reduced 4.73%	70,356 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-1,545 Reduced 2.05%	73,852 $0
Q1 2023 Apr 26, 2023	SELL	N/A	-1,691 Reduced 2.19%	75,397 $0
Q4 2022 Feb 02, 2023	BUY	N/A	290 Added 0.38%	77,088 $0
Q3 2022 Oct 13, 2022	BUY	N/A	41,749 Added 119.12%	76,798 $1.86 Million
Q2 2022 Jul 22, 2022	BUY	N/A	35,049 New	35,049 $846,000

Others Institutions Holding KOCT

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

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About INNOVATOR LADDERED FUND OF U.S

Ticker KOCT

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Forvis Wealth Advisors, LLC Innovator Laddered Fund Of U.S Transaction History