A detailed history of Fortis Group Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 87,844 shares of XLF stock, worth $4.01 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
87,844
Previous 144 60902.78%
Holding current value
$4.01 Million
Previous $6.05 Million 59570.57%
% of portfolio
0.72%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$39.59 - $42.49 $3.47 Million - $3.73 Million
87,700 Added 60902.78%
87,844 $3.61 Billion
Q1 2024

Apr 30, 2024

SELL
$37.27 - $42.12 $5,366 - $6,065
-144 Reduced 50.0%
144 $6.05 Million
Q4 2023

Mar 04, 2024

BUY
$31.45 - $37.72 $4,528 - $5,431
144 Added 100.0%
288 $10.8 Million
Q3 2023

Dec 01, 2023

BUY
$33.17 - $35.6 $4,776 - $5,126
144 New
144 $4.77 Million
Q1 2023

May 26, 2023

SELL
$30.98 - $37.0 $4,430 - $5,291
-143 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$22.68 - $25.49 $3,243 - $3,645
143 New
143 $3,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.