Forvis Wealth Advisors, LLC Innovator Laddered Fund Of U.S Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 25,203 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,203
Previous 38,556 34.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 03, 2025
SELL
N/A
-13,353 Reduced 34.63%
25,203 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-5,889 Reduced 13.25%
38,556 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-9,109 Reduced 17.01%
44,445 $0
Q1 2024

Apr 19, 2024
SELL
N/A
-4,764 Reduced 8.17%
53,554 $0
Q4 2023

Jan 11, 2024
SELL
N/A
-12,038 Reduced 17.11%
58,318 $0
Q3 2023

Oct 25, 2023
SELL
N/A
-3,496 Reduced 4.73%
70,356 $0
Q2 2023

Aug 08, 2023
SELL
N/A
-1,545 Reduced 2.05%
73,852 $0
Q1 2023

Apr 26, 2023
SELL
N/A
-1,691 Reduced 2.19%
75,397 $0
Q4 2022

Feb 02, 2023
BUY
N/A
290 Added 0.38%
77,088 $0
Q3 2022

Oct 13, 2022
BUY
N/A
41,749 Added 119.12%
76,798 $1.86 Million
Q2 2022

Jul 22, 2022
BUY
N/A
35,049 New
35,049 $846,000

Others Institutions Holding KOCT

# of Institutions
92
Shares Held
2.97M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR LADDERED FUND OF U.S

KOCT Quotes by TradingView
  • Ticker KOCT
More about KOCT
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email