FORVIS WEALTH ADVISORS, LLC – Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
1.98M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.77% | -668 shares | -165K | 86.20K | |
| Q2 2022 | share | Increase | 0.00% | 86.87K shares | 2.14M | 86.87K |