Fortis Group Advisors, LLC Industrial Sector Spdr Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 9,870 shares of XLI stock, worth $1.32 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,870

Previous 9,657 2.21%

Holding current value

$1.32 Million

Previous $1.18 Billion 13.59%

% of portfolio

0.25%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$120.56 - $135.44 $25,679 - $28,848	213 Added 2.21%	9,870 $1.34 Billion
Q2 2024 Jul 30, 2024	BUY	$120.47 - $125.94 $36,261 - $37,907	301 Added 3.22%	9,657 $1.18 Billion
Q1 2024 Apr 30, 2024	BUY	$110.23 - $125.96 $1.01 Million - $1.16 Million	9,206 Added 6137.33%	9,356 $1.18 Billion
Q4 2023 Mar 04, 2024	BUY	$96.44 - $114.13 $7,233 - $8,559	75 Added 100.0%	150 $17.1 Million
Q3 2023 Dec 01, 2023	BUY	$100.74 - $110.75 $7,555 - $8,306	75 New	75 $7.62 Million
Q1 2023 May 26, 2023	SELL	$96.51 - $103.67 $7,238 - $7,775	-75 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$67.14 - $79.9 $5,035 - $5,992	75 New	75 $5,000

Others Institutions Holding XLI

# of Institutions

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Fortis Group Advisors, LLC Industrial Sector Spdr Transaction History