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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$37.79 - $38.95 $861,649 - $888,098
-22,801 Reduced 7.35%
287,452 $11.2 Million
Q2 2024

Aug 09, 2024

SELL
$37.05 - $38.29 $940,254 - $971,723
-25,378 Reduced 7.56%
310,253 $11.9 Million
Q1 2024

Apr 19, 2024

SELL
$35.88 - $37.5 $123,068 - $128,625
-3,430 Reduced 1.01%
335,631 $12.6 Million
Q4 2023

Jan 11, 2024

SELL
$33.24 - $36.16 $756,010 - $822,423
-22,744 Reduced 6.29%
339,061 $12.2 Million
Q3 2023

Oct 25, 2023

BUY
$33.33 - $34.11 $645,668 - $660,778
19,372 Added 5.66%
361,805 $12.3 Million
Q2 2023

Aug 08, 2023

SELL
$31.61 - $33.47 $241,658 - $255,878
-7,645 Reduced 2.18%
342,433 $11.5 Million
Q1 2023

Apr 26, 2023

SELL
$29.91 - $31.63 $129,271 - $136,704
-4,322 Reduced 1.22%
350,078 $11.1 Million
Q4 2022

Feb 02, 2023

BUY
$28.48 - $30.65 $120,014 - $129,159
4,214 Added 1.2%
354,400 $10.7 Million
Q3 2022

Oct 13, 2022

BUY
$28.19 - $29.67 $4.71 Million - $4.95 Million
166,948 Added 91.11%
350,186 $10 Million
Q2 2022

Jul 22, 2022

BUY
$27.6 - $30.33 $5.06 Million - $5.56 Million
183,238 New
183,238 $5.14 Million

Others Institutions Holding POCT

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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