Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 15, 2020

SELL
N/A
-9,392 Closed
0 $0
Q1 2020

Apr 10, 2020

SELL
N/A
-2,000 Reduced 17.56%
9,392 $237,000
Q3 2019

Oct 29, 2019

BUY
N/A
11,392 New
11,392 $289,000
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.