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 111,430 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111,430
Previous 121,649 8.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-10,219 Reduced 8.4%
111,430 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-3,170 Reduced 2.54%
121,649 $0
Q1 2024

Apr 19, 2024
SELL
N/A
-2,195 Reduced 1.73%
124,819 $0
Q4 2023

Jan 11, 2024
SELL
N/A
-53,109 Reduced 29.48%
127,014 $0
Q3 2023

Oct 25, 2023
BUY
N/A
20,425 Added 12.79%
180,123 $0
Q2 2023

Aug 08, 2023
SELL
N/A
-3,144 Reduced 1.93%
159,698 $0
Q1 2023

Apr 26, 2023
SELL
N/A
-2,511 Reduced 1.52%
162,842 $0
Q4 2022

Feb 02, 2023
SELL
N/A
-4,979 Reduced 2.92%
165,353 $0
Q3 2022

Oct 13, 2022
BUY
N/A
145,026 Added 573.09%
170,332 $4.74 Million
Q2 2022

Jul 22, 2022
BUY
N/A
25,306 New
25,306 $712,000

Others Institutions Holding PSEP

# of Institutions
200
Shares Held
18.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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