Number of Shares
3,118
Previous 4,976 37.34%
Holding current value
$243 Million
Previous $452 Million 46.3%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jul 30, 2024

SELL
N/A
-1,858 Reduced 37.34%
3,118 $243 Million
Q1 2024

Apr 30, 2024

BUY
N/A
4,762 Added 2225.23%
4,976 $452 Million
Q4 2023

Mar 04, 2024

BUY
N/A
107 Added 100.0%
214 $16.6 Million
Q3 2023

Dec 01, 2023

SELL
N/A
-4,089 Reduced 97.45%
107 $7.28 Million
Q2 2023

Jul 18, 2023

BUY
N/A
4,196 New
4,196 $341 Million
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.