Forvis Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 37,444 shares of PMAY stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

37,444

Previous 46,286 19.1%

Holding current value

$1.38 Million

Previous $1.66 Million 19.37%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$35.29 - $36.56 $312,034 - $323,263	-8,842 Reduced 19.1%	37,444 $1.34 Million
Q4 2024 Feb 03, 2025	SELL	$35.07 - $36.08 $198,180 - $203,888	-5,651 Reduced 10.88%	46,286 $1.66 Million
Q3 2024 Nov 14, 2024	SELL	$33.3 - $35.24 $123,176 - $130,352	-3,699 Reduced 6.65%	51,937 $1.83 Million
Q2 2024 Aug 09, 2024	SELL	$32.47 - $34.15 $85,818 - $90,258	-2,643 Reduced 4.54%	55,636 $1.9 Million
Q1 2024 Apr 19, 2024	SELL	$31.26 - $32.48 $28,290 - $29,394	-905 Reduced 1.53%	58,279 $1.89 Million
Q4 2023 Jan 11, 2024	SELL	$28.85 - $31.49 $441,029 - $481,387	-15,287 Reduced 20.53%	59,184 $1.86 Million
Q2 2023 Aug 08, 2023	BUY	$28.31 - $29.85 $651,582 - $687,027	23,016 Added 44.73%	74,471 $2.22 Million
Q1 2023 Apr 26, 2023	BUY	$27.9 - $29.3 $4,268 - $4,482	153 Added 0.3%	51,455 $1.48 Million
Q4 2022 Feb 02, 2023	BUY	$26.8 - $28.97 $4,341 - $4,693	162 Added 0.32%	51,302 $1.44 Million
Q3 2022 Oct 13, 2022	SELL	$26.8 - $29.49 $93,719 - $103,126	-3,497 Reduced 6.4%	51,140 $1.37 Million
Q2 2022 Jul 22, 2022	BUY	$26.88 - $30.77 $1.47 Million - $1.68 Million	54,637 New	54,637 $1.49 Million

Others Institutions Holding PMAY

# of Institutions

186

Shares Held

11.4M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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Forvis Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History