Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 101 | $4,266,769 | 12,310 | 0.00 | 0.00 | -298 | -2.36 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 102 | $4,230,652 | 7,279 | 0.00 | 0.00 | 760 | 11.66 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 103 | $4,202,090 | 123,012 | 0.00 | 0.00 | 21,578 | 21.27 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 104 | $4,083,081 | 9,196 | 0.00 | 0.00 | 411 | 4.68 | 03-31-2024 |
