FORVIS WEALTH ADVISORS, LLC – Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
866,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.95%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +57.40% | 6.77K shares | 299K | 18.57K | |
| Q2 2022 | share | Increase | 0.00% | 11.8K shares | 567K | 11.8K |