Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
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 119,148 shares of PFEB stock, worth $4.39 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
119,148
Previous 121,939
2.29%
Holding current value
$4.39 Million
Previous $4.28 Million
0.26%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding PFEB
# of Institutions
187Shares Held
14.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$105 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$83.6 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.5 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.1 Million0.02% of portfolio