Fortis Group Advisors, LLC Dbx ETF Tr X Trackers Low Beta Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	SELL	$44.08 - $46.22 $218,196 - $228,789	-4,950 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$48.7 - $50.85 $241,065 - $251,707	4,950 New	4,950 $246,000

Others Institutions Holding HYDW

# of Institutions

25

Shares Held

8.61M

Call Options Held

0

Put Options Held

0

American Family Insurance Mutual Holding CO

3.54M
Shares

$163 Million
30.8% of portfolio
American Family Investments, Inc. Madison, WI

3.54M
Shares

$163 Million
11.84% of portfolio
Envestnet Asset Management Inc

349K
Shares

$16.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

330K
Shares

$15.2 Million
0.04% of portfolio
Financial Gravity Asset Management, Inc.

311K
Shares

$14.3 Million
3.56% of portfolio

About DBX ETF TR X-TRACKERS LOW BETA

Ticker HYDW
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