Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 287,452 shares of POCT stock, worth $11.5 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
287,452
Previous 310,253
7.35%
Holding current value
$11.5 Million
Previous $11.9 Million
5.75%
% of portfolio
0.26%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding POCT
# of Institutions
180Shares Held
12MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.82MShares$72.7 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA997KShares$39.7 Million0.84% of portfolio
-
Commonwealth Equity Services, LLC437KShares$17.4 Million0.03% of portfolio
-
Kestra Advisory Services, LLC380KShares$15.1 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ337KShares$13.4 Million0.03% of portfolio