Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 79,155 shares of PDEC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

79,155

Previous 98,820 19.9%

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	-19,665 Reduced 19.9%	79,155 $0
Q4 2024 Feb 03, 2025	SELL	N/A	-10,266 Reduced 9.41%	98,820 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-8,475 Reduced 7.21%	109,086 $0
Q2 2024 Aug 09, 2024	SELL	N/A	-1,836 Reduced 1.54%	117,561 $0
Q1 2024 Apr 19, 2024	SELL	N/A	-5,959 Reduced 4.75%	119,397 $0
Q4 2023 Jan 11, 2024	SELL	N/A	-1,622 Reduced 1.28%	125,356 $0
Q3 2023 Oct 25, 2023	SELL	N/A	-1,386 Reduced 1.08%	126,978 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-3,442 Reduced 2.61%	128,364 $0
Q1 2023 Apr 26, 2023	SELL	N/A	-561 Reduced 0.42%	131,806 $0
Q4 2022 Feb 02, 2023	BUY	N/A	83,062 Added 168.47%	132,367 $0
Q3 2022 Oct 13, 2022	SELL	N/A	-1,661 Reduced 3.26%	49,305 $1.4 Million
Q2 2022 Jul 22, 2022	BUY	N/A	50,966 New	50,966 $1.47 Million

Others Institutions Holding PDEC

# of Institutions

222

Shares Held

22.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PDEC

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Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History