Fortis Group Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 267,344 shares of XLRE stock, worth $11 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
267,344
Holding current value
$11 Million
% of portfolio
2.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$38.04 - $45.36 $10.2 Million - $12.1 Million
267,344 New
267,344 $11.9 Billion
Q1 2024

Apr 30, 2024
BUY
$37.55 - $40.43 $286,318 - $308,278
7,625 New
7,625 $301 Million
Q1 2023

May 26, 2023
SELL
$34.62 - $41.83 $1.83 Million - $2.21 Million
-52,721 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$33.85 - $37.14 $1.78 Million - $1.96 Million
52,721 New
52,721 $1.86 Million

Others Institutions Holding XLRE

# of Institutions
814
Shares Held
138M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email