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 104,921 shares of PMAR stock, worth $4.21 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

104,921

Previous 113,874 7.86%

Holding current value

$4.21 Million

Previous $4.32 Million 4.63%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$36.89 - $39.25 $330,276 - $351,405	-8,953 Reduced 7.86%	104,921 $4.12 Million
Q2 2024 Aug 09, 2024	SELL	$35.78 - $37.99 $198,650 - $210,920	-5,552 Reduced 4.65%	113,874 $4.32 Million
Q1 2024 Apr 19, 2024	BUY	$35.51 - $36.81 $194,026 - $201,129	5,464 Added 4.79%	119,426 $4.4 Million
Q4 2023 Jan 11, 2024	SELL	$32.79 - $35.63 $266,877 - $289,992	-8,139 Reduced 6.67%	113,962 $4.06 Million
Q3 2023 Oct 25, 2023	SELL	$33.4 - $34.26 $82,598 - $84,724	-2,473 Reduced 1.99%	122,101 $4.09 Million
Q2 2023 Aug 08, 2023	SELL	$32.0 - $33.77 $69,792 - $73,652	-2,181 Reduced 1.72%	124,574 $4.21 Million
Q1 2023 Apr 26, 2023	BUY	$30.64 - $32.17 $2.28 Million - $2.4 Million	74,450 Added 142.34%	126,755 $4.08 Million
Q4 2022 Feb 02, 2023	SELL	$29.06 - $31.07 $4,329 - $4,629	-149 Reduced 0.28%	52,305 $1.61 Million
Q3 2022 Oct 13, 2022	SELL	$29.12 - $31.75 $45,951 - $50,101	-1,578 Reduced 2.92%	52,454 $1.53 Million
Q2 2022 Jul 22, 2022	BUY	$28.99 - $32.42 $1.57 Million - $1.75 Million	54,032 New	54,032 $1.59 Million

Others Institutions Holding PMAR

# of Institutions

183

Shares Held

11.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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