Forvis Wealth Advisors, LLC Closed Holding Positions

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYG
Ishares Tr

ETFs
Q3 2018 Filed on Oct 09, 2018
2,411
$84.78 - $86.44 $204K - $208K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q3 2018 Filed on Oct 09, 2018
26,900
$11.12 - $11.7 $299K - $315K
VKQ
Invesco Municipal Trust

Financial Services
Q3 2018 Filed on Oct 09, 2018
11,500
$11.35 - $11.98 $131K - $138K
RWX
Spdr Dow Jones International R

ETFs
Q3 2018 Filed on Oct 09, 2018
10,265
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Oct 09, 2018
5,429
$87.93 - $94.92 $477K - $515K
Powershares ETF Trust
Q2 2018 Filed on Jul 13, 2018
19,730
N/A
Dr Pepper Snapple Group Inc
Q2 2018 Filed on Jul 13, 2018
4,411
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 13, 2018
5,710
N/A
GAL
Ssga Active ETF Tr

ETFs
Q2 2018 Filed on Jul 13, 2018
12,658
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q2 2018 Filed on Jul 13, 2018
6,140
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 13, 2018
10,385
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 13, 2018
251,617
N/A
Time Warner Inc
Q2 2018 Filed on Jul 13, 2018
21,469
N/A
OC
Owens Corning

Industrials
Q2 2018 Filed on Jul 13, 2018
5,932
$61.76 - $82.1 $366K - $487K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 13, 2018
74,673
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 13, 2018
2,312
N/A
Cigna Corporation
Q1 2018 Filed on Apr 20, 2018
1,072
N/A
INGR
Ingredion Inc

Consumer Defensive
Q1 2018 Filed on Apr 20, 2018
2,951
$126.74 - $146.04 $374K - $431K
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on Apr 20, 2018
14,565
N/A
Broadcom LTD
Q1 2018 Filed on Apr 20, 2018
2,399
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
4,466
$48.3 - $59.26 $216K - $265K
Weatherford Intl PLC
Q1 2018 Filed on Apr 20, 2018
13,500
N/A
Priceline Grp Inc
Q1 2018 Filed on Apr 20, 2018
161
N/A
JNPR
Juniper Networks Inc

Technology
Q1 2018 Filed on Apr 20, 2018
15,553
$24.05 - $28.89 $374K - $449K
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on Apr 20, 2018
91,681
N/A
Claymore Exchange Trd Fd Tr
Q1 2018 Filed on Apr 20, 2018
11,095
N/A
Ubs Ag London Brh
Q4 2017 Filed on Jan 18, 2018
29,045
N/A
PPG
Ppg Industries Inc

Basic Materials
Q4 2017 Filed on Jan 18, 2018
3,017
$111.0 - $118.67 $335K - $358K
Cbs Corp New
Q4 2017 Filed on Jan 18, 2018
6,202
N/A
CRI
Carters Inc

Consumer Cyclical
Q4 2017 Filed on Jan 18, 2018
2,503
$91.9 - $117.59 $230K - $294K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2017 Filed on Jan 18, 2018
20,131
$11.23 - $19.1 $226K - $385K
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