Number of Shares
38,538
Previous 46,087 16.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
N/A
-7,549 Reduced 16.38%
38,538 $0
Q1 2024

Apr 19, 2024

SELL
N/A
-6,481 Reduced 12.33%
46,087 $0
Q4 2023

Jan 11, 2024

SELL
N/A
-5,583 Reduced 9.6%
52,568 $0
Q3 2023

Oct 25, 2023

SELL
N/A
-3,213 Reduced 5.24%
58,151 $0
Q2 2023

Aug 08, 2023

SELL
N/A
-907 Reduced 1.46%
61,364 $0
Q1 2023

Apr 26, 2023

SELL
N/A
-1,587 Reduced 2.49%
62,271 $0
Q4 2022

Feb 02, 2023

BUY
N/A
18,839 Added 41.85%
63,858 $0
Q3 2022

Oct 13, 2022

SELL
N/A
-351 Reduced 0.77%
45,019 $1.27 Million
Q2 2022

Jul 22, 2022

BUY
N/A
45,370 New
45,370 $1.28 Million
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.