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

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 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 89,650 shares of PJUN stock, worth $3.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
89,650
Previous 99,618 10.01%
Holding current value
$3.36 Million
Previous $3.67 Million 8.44%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$36.63 - $37.8 $365,127 - $376,790
-9,968 Reduced 10.01%
89,650 $3.36 Million
Q3 2024

Nov 14, 2024
SELL
$34.72 - $36.88 $388,933 - $413,129
-11,202 Reduced 10.11%
99,618 $3.67 Million
Q2 2024

Aug 09, 2024
SELL
$34.41 - $35.64 $50,032 - $51,820
-1,454 Reduced 1.3%
110,820 $3.95 Million
Q1 2024

Apr 19, 2024
SELL
$33.16 - $34.52 $29,843 - $31,068
-900 Reduced 0.8%
112,274 $3.88 Million
Q4 2023

Jan 11, 2024
SELL
$30.66 - $33.38 $219,341 - $238,800
-7,154 Reduced 5.95%
113,174 $3.78 Million
Q3 2023

Oct 25, 2023
SELL
$31.24 - $32.1 $50,296 - $51,681
-1,610 Reduced 1.32%
120,328 $3.77 Million
Q2 2023

Aug 08, 2023
BUY
$30.43 - $31.67 $795,592 - $828,012
26,145 Added 27.29%
121,938 $3.86 Million
Q1 2023

Apr 26, 2023
SELL
$29.62 - $31.13 $124,107 - $130,434
-4,190 Reduced 4.19%
95,793 $2.95 Million
Q4 2022

Feb 02, 2023
SELL
$28.33 - $30.68 $151,112 - $163,647
-5,334 Reduced 5.06%
99,983 $2.97 Million
Q3 2022

Oct 13, 2022
SELL
$28.37 - $31.17 $30,611 - $33,632
-1,079 Reduced 1.01%
105,317 $2.99 Million
Q2 2022

Jul 22, 2022
BUY
$28.46 - $32.32 $3.03 Million - $3.44 Million
106,396 New
106,396 $3.09 Million

Others Institutions Holding PJUN

# of Institutions
172
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUN Quotes by TradingView
  • Ticker PJUN
  • Sector ETFs
  • Industry ETFs
More about PJUN
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