Forvis Wealth Advisors, LLC NUVEEN TAX-ADVANTAGED DIVID Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 14, 2022
SELL
N/A
-33,517 Closed
0 $0
Q1 2021

Apr 23, 2021
SELL
N/A
-41,896 Reduced 55.56%
33,517 $506,000
Q3 2019

Oct 29, 2019
BUY
N/A
41,896 Added 125.0%
75,413 $1.26 Million
Q4 2018

Jan 15, 2019
BUY
N/A
33,517 New
33,517 $449,000
Q3 2018

Oct 09, 2018
SELL
N/A
-33,517 Closed
0 $0
Q3 2017

Oct 13, 2017
BUY
N/A
33,517
33,517 $564,000
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