Forvis Wealth Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Number of Shares
2,163,590
Previous 1,894,647 14.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
268,943 Added 14.19%
2,163,590 $0
Q1 2025

May 13, 2025
BUY
N/A
509,058 Added 36.74%
1,894,647 $0
Q4 2024

Feb 03, 2025
BUY
N/A
418,404 Added 43.26%
1,385,589 $0
Q3 2024

Nov 14, 2024
BUY
N/A
611,599 Added 172.0%
967,185 $0
Q2 2024

Aug 09, 2024
BUY
N/A
355,586 New
355,586 $0
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