Number of Shares
39,520
Previous 34,019 16.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025

BUY
N/A
5,501 Added 16.17%
39,520 $0
Q1 2025

May 13, 2025

SELL
N/A
-5,349 Reduced 13.59%
34,019 $0
Q4 2024

Feb 03, 2025

BUY
N/A
39,368 New
39,368 $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.