Forvis Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 35,610 shares of KJUL stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,610
Previous 52,883
32.66%
Holding current value
$1.05 Million
Previous $1.46 Million
29.02%
% of portfolio
0.02%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$17.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.78 Million0.01% of portfolio
-
Allworth Financial LP192KShares$5.67 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.62 Million3.03% of portfolio
-
Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.88 Million3.24% of portfolio