Forvis Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Number of Shares
3,849
Previous 4,189 8.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-340 Reduced 8.12%
3,849 $0
Q1 2025

May 13, 2025
SELL
N/A
-1,191 Reduced 22.14%
4,189 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,191 Added 28.43%
5,380 $0
Q2 2024

Aug 09, 2024
BUY
N/A
4,189 New
4,189 $0
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email