Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 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 260,426 shares of PJUL stock, worth $10.4 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
260,426
Previous 281,953
7.63%
Holding current value
$10.4 Million
Previous $10.7 Million
5.52%
% of portfolio
0.26%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding PJUL
# of Institutions
222Shares Held
16.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.76MShares$150 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA930KShares$37 Million0.46% of portfolio
-
Brookstone Capital Management798KShares$31.8 Million0.58% of portfolio
-
Commonwealth Equity Services, LLC571KShares$22.7 Million0.04% of portfolio
-
Janney Montgomery Scott LLC522KShares$20.8 Million0.06% of portfolio