FORVIS WEALTH ADVISORS, LLC – Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
841,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.93%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.95% | -322 shares | -81K | 33.71K | |
| Q2 2022 | share | Increase | 0.00% | 34.04K shares | 922K | 34.04K |