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 209,982 shares of PJAN stock, worth $8.99 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
209,982
Previous 247,548 15.18%
Holding current value
$8.99 Million
Previous $10.5 Million 16.74%
% of portfolio
0.22%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$41.09 - $43.24 $1.54 Million - $1.62 Million
-37,566 Reduced 15.18%
209,982 $8.71 Million
Q4 2024

Feb 03, 2025
SELL
$41.16 - $42.25 $953,882 - $979,143
-23,175 Reduced 8.56%
247,548 $10.5 Million
Q3 2024

Nov 14, 2024
SELL
$39.31 - $41.32 $758,840 - $797,641
-19,304 Reduced 6.66%
270,723 $11.2 Million
Q2 2024

Aug 09, 2024
SELL
$38.2 - $40.26 $1.07 Million - $1.13 Million
-27,984 Reduced 8.8%
290,027 $11.7 Million
Q1 2024

Apr 19, 2024
BUY
$36.88 - $39.11 $2.25 Million - $2.38 Million
60,911 Added 23.69%
318,011 $12.4 Million
Q4 2023

Jan 11, 2024
SELL
$33.78 - $37.24 $1.49 Million - $1.64 Million
-44,137 Reduced 14.65%
257,100 $9.57 Million
Q3 2023

Oct 25, 2023
SELL
$34.68 - $35.75 $207,629 - $214,035
-5,987 Reduced 1.95%
301,237 $10.5 Million
Q2 2023

Aug 08, 2023
SELL
$33.11 - $35.11 $1.15 Million - $1.22 Million
-34,762 Reduced 10.16%
307,224 $10.8 Million
Q1 2023

Apr 26, 2023
BUY
$31.4 - $33.34 $27,914 - $29,639
889 Added 0.26%
341,986 $11.4 Million
Q4 2022

Feb 02, 2023
BUY
$29.37 - $32.4 $4.36 Million - $4.81 Million
148,449 Added 77.06%
341,097 $10.7 Million
Q3 2022

Oct 13, 2022
SELL
$29.43 - $32.09 $28,488 - $31,063
-968 Reduced 0.5%
192,648 $5.67 Million
Q2 2022

Jul 22, 2022
BUY
$29.38 - $32.74 $5.69 Million - $6.34 Million
193,616 New
193,616 $5.81 Million

Others Institutions Holding PJAN

# of Institutions
258
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJAN Quotes by TradingView
  • Ticker PJAN
  • Sector ETFs
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More about PJAN
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