Fortis Group Advisors, LLC Select Sector Spdr Fund Health Transaction History

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 48,930 shares of XLV stock, worth $6.73 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
48,930
Previous 4,612 960.93%
Holding current value
$6.73 Million
Previous $672 Million 1021.04%
% of portfolio
1.39%
Previous 0.13%

Shares

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

Oct 21, 2024
BUY
$143.3 - $157.24 $6.35 Million - $6.97 Million
44,318 Added 960.93%
48,930 $7.54 Billion
Q2 2024

Jul 30, 2024
SELL
$138.43 - $147.09 $1.11 Million - $1.18 Million
-7,997 Reduced 63.42%
4,612 $672 Million
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $269,897 - $288,179
1,949 Added 18.28%
12,609 $1.86 Billion
Q4 2023

Mar 04, 2024
BUY
$123.14 - $136.38 $15,269 - $16,911
124 Added 1.18%
10,660 $1.38 Billion
Q3 2023

Dec 01, 2023
BUY
$128.74 - $136.24 $284,772 - $301,362
2,212 Added 26.57%
10,536 $1.36 Billion
Q2 2023

Jul 18, 2023
SELL
$126.74 - $135.66 $2.81 Million - $3.01 Million
-22,162 Reduced 72.7%
8,324 $1.1 Billion
Q1 2023

May 26, 2023
BUY
$124.15 - $135.82 $2.69 Million - $2.94 Million
21,629 Added 244.2%
30,486 $4.07 Billion
Q3 2020

Nov 17, 2020
BUY
$100.71 - $109.44 $891,988 - $969,310
8,857 New
8,857 $934,000

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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