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 310,253 shares of POCT stock, worth $12 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
310,253
Previous 335,631
7.56%
Holding current value
$12 Million
Previous $12.6 Million
5.59%
% of portfolio
0.3%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding POCT
# of Institutions
179Shares Held
12.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.5MShares$58.1 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA941KShares$36.5 Million0.46% of portfolio
-
Commonwealth Equity Services, LLC597KShares$23.1 Million0.04% of portfolio
-
Global Strategic Investment Solutions, LLC593KShares$23 Million2.94% of portfolio
-
Kestra Advisory Services, LLC436KShares$16.9 Million0.09% of portfolio