Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 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 221,519 shares of PJUL stock, worth $9.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
221,519
Previous 233,835 5.27%
Holding current value
$9.26 Million
Previous $9.47 Million 3.66%
% of portfolio
0.22%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$40.12 - $41.68 $494,117 - $513,330
-12,316 Reduced 5.27%
221,519 $9.12 Million
Q3 2024

Nov 14, 2024
SELL
$37.89 - $40.48 $1.01 Million - $1.08 Million
-26,591 Reduced 10.21%
233,835 $9.47 Million
Q2 2024

Aug 09, 2024
SELL
$37.29 - $38.87 $802,741 - $836,754
-21,527 Reduced 7.63%
260,426 $10.1 Million
Q1 2024

Apr 19, 2024
SELL
$35.81 - $37.98 $67,466 - $71,554
-1,884 Reduced 0.66%
281,953 $10.7 Million
Q4 2023

Jan 11, 2024
SELL
$32.94 - $36.21 $2.66 Million - $2.92 Million
-80,745 Reduced 22.15%
283,837 $10.3 Million
Q3 2023

Oct 25, 2023
BUY
$33.63 - $34.86 $1.26 Million - $1.31 Million
37,583 Added 11.49%
364,582 $12.3 Million
Q2 2023

Aug 08, 2023
BUY
$31.38 - $34.22 $331,278 - $361,260
10,557 Added 3.34%
326,999 $11.2 Million
Q1 2023

Apr 26, 2023
SELL
$29.97 - $31.76 $234,215 - $248,204
-7,815 Reduced 2.41%
316,442 $10 Million
Q4 2022

Feb 02, 2023
SELL
$28.61 - $30.97 $33,273 - $36,018
-1,163 Reduced 0.36%
324,257 $9.79 Million
Q3 2022

Oct 13, 2022
BUY
$28.61 - $31.19 $601,267 - $655,489
21,016 Added 6.9%
325,420 $9.31 Million
Q2 2022

Jul 22, 2022
BUY
$28.77 - $30.8 $8.76 Million - $9.38 Million
304,404 New
304,404 $8.94 Million

Others Institutions Holding PJUL

# of Institutions
253
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
  • Sector ETFs
  • Industry ETFs
More about PJUL
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