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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC | COM | 151 | $2,355,911 | 28,313 | 0.00 | 0.00 | 1,041 | 3.82 | 03-31-2024 |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | 152 | $2,322,348 | 74,232 | 0.00 | 0.00 | -21,779 | -22.68 | 03-31-2024 |
| DEXCOM INC | COM | 153 | $2,314,626 | 16,688 | 0.00 | 0.00 | 307 | 1.87 | 03-31-2024 |
| CVS HEALTH CORP | COM | 154 | $2,301,400 | 28,854 | 0.00 | 0.00 | 2,037 | 7.60 | 03-31-2024 |
