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 265,911 shares of POCT stock, worth $10.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

265,911

Previous 287,452 7.49%

Holding current value

$10.7 Million

Previous $11.2 Million 6.02%

% of portfolio

0.25%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$38.63 - $40.03 $832,128 - $862,286	-21,541 Reduced 7.49%	265,911 $10.5 Million
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

# of Institutions

211

Shares Held

15M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

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