Forvis Wealth Advisors, LLC Options Holdings
Forvis Wealth Advisors, LLC
- $3.91 Billion
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 393
- Current Value $3.91 Billion
- Prior Value $3.57 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 16 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks