Forvis Wealth Advisors, LLC Sells in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
-29.9K
- 4.16%
$25.23 - $27.94 $753K - $834K
688K $19.1M
CARR
Carrier Global Corp

Industrials
-2.22K
- 11.17%
$61.9 - $80.88 $137K - $179K
17.6K $1.42M
DHR
Danaher Corp

Healthcare
-513
- 4.62%
$239.25 - $280.76 $123K - $144K
10.6K $2.95M
AMP
Ameriprise Financial Inc

Financial Services
-39
- 0.77%
$391.53 - $469.81 $15.3K - $18.3K
5.01K $2.35M
ALL
Allstate Corp

Financial Services
-92
- 1.29%
$158.43 - $192.86 $14.6K - $17.7K
7.04K $1.34M
COF
Capital One Financial Corp

Financial Services
-265
- 1.23%
$131.42 - $153.05 $34.8K - $40.6K
21.2K $3.18M
UNP
Union Pacific Corp

Industrials
-103
- 0.87%
$221.78 - $256.09 $22.8K - $26.4K
11.7K $2.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.71K
- 5.47%
$117.9 - $128.2 $555K - $604K
81.4K $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.49K
- 3.4%
$75.32 - $84.37 $263K - $294K
99.1K $8.29M
UNM
Unum Group

Financial Services
-19
- 0.06%
$49.81 - $59.44 $946 - $1.13K
30.9K $1.83M
DTE
Dte Energy CO

Utilities
-152
- 0.89%
$108.67 - $128.41 $16.5K - $19.5K
16.9K $2.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.7K
- 2.25%
$84.77 - $97.13 $568K - $651K
291K $27.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.14K
- 3.2%
$181.06 - $197.17 $206K - $224K
34.4K $6.79M
TRV
Travelers Companies, Inc.

Financial Services
-71
- 0.48%
$201.87 - $242.35 $14.3K - $17.2K
14.6K $3.43M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-15.2K
- 3.9%
$24.06 - $26.97 $365K - $409K
374K $10M
DFAX
Dimensional ETF Tr
-16K
- 2.87%
$24.29 - $27.25 $388K - $435K
539K $14.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-104K
- 5.4%
$30.74 - $34.07 $3.18M - $3.53M
1.81M $61.8M
RTX
Raytheon Technologies Corp

Industrials
-2.05K
- 5.88%
$99.55 - $123.34 $204K - $253K
32.8K $3.98M
VUG
Vanguard Growth ETF

ETFs
-337
- 0.55%
$341.08 - $391.94 $115K - $132K
60.9K $23.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.15K
- 3.26%
$41.9 - $48.26 $300K - $345K
212K $10.2M
MA
Mastercard Inc

Financial Services
-46
- 0.41%
$429.6 - $500.99 $19.8K - $23K
11.1K $5.47M
IWV
Ishares Russell 3000 ETF

ETFs
-1.24K
- 2.2%
$294.75 - $326.73 $365K - $404K
54.9K $17.9M
URI
United Rentals, Inc.

Industrials
-185
- 3.93%
$627.41 - $814.1 $116K - $151K
4.52K $3.66M
PEG
Public Service Enterprise Group Inc

Utilities
-576
- 1.27%
$73.58 - $89.21 $42.4K - $51.4K
44.9K $4.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.82K
- 4.4%
$125.95 - $142.04 $482K - $543K
83.1K $11.8M
DHI
Horton D R Inc

Consumer Cyclical
-500
- 2.8%
$135.21 - $197.06 $67.6K - $98.5K
17.3K $3.31M
META
Meta Platforms, Inc.

Communication Services
-205
- 1.41%
$453.41 - $572.44 $92.9K - $117K
14.3K $8.18M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-12.2K
- 1.75%
$25.36 - $28.37 $310K - $347K
687K $19.3M
DFIV
Dimensional ETF Tr

ETFs
-20.7K
- 2.42%
$34.66 - $38.38 $716K - $793K
833K $31.7M
IEFA
Ishares Tr

ETFs
-2.5K
- 1.08%
$70.09 - $78.74 $175K - $197K
230K $17.9M
DFAU
Dimensional ETF Tr

ETFs
-16.3K
- 2.06%
$35.8 - $39.69 $584K - $648K
775K $30.8M
IBM
International Business Machines Corp

Technology
-2.89K
- 7.9%
$175.1 - $223.38 $506K - $646K
33.7K $7.46M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.26K
- 2.26%
$59.25 - $65.33 $490K - $540K
357K $23.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-12.8K
- 3.1%
$113.41 - $125.62 $1.45M - $1.6M
399K $50.1M
PWR
Quanta Services, Inc.

Industrials
-255
- 0.85%
$239.58 - $298.23 $61.1K - $76K
29.8K $8.88M
VB
Vanguard Small Cap ETF

ETFs
-6.57K
- 4.34%
$214.77 - $237.72 $1.41M - $1.56M
145K $34.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-45.8K
- 2.42%
$25.21 - $28.46 $1.15M - $1.3M
1.85M $52M
MGC
Vanguard Mega Cap ETF

ETFs
-4.58K
- 1.57%
$185.93 - $206.64 $852K - $947K
287K $59.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
-25.2K
- 2.87%
$51.0 - $57.07 $1.29M - $1.44M
854K $47.5M
IXUS
Ishares Tr

ETFs
-24.6K
- 2.76%
$64.9 - $73.35 $1.6M - $1.8M
865K $62.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-24.7K
- 1.76%
$36.98 - $41.55 $914K - $1.03M
1.38M $56.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-23.3K
- 1.8%
$96.25 - $101.98 $2.24M - $2.38M
1.27M $129M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-73.3K
- 2.62%
$31.05 - $34.29 $2.28M - $2.51M
2.73M $93.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-45.3K
- 3.96%
$60.13 - $68.17 $2.72M - $3.09M
1.1M $74.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-889
- 0.56%
$520.18 - $576.82 $462K - $513K
158K $91.2M
Activity Summary
Buys All Purchases 205 New Holdings 45 Increased Positions 160 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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