Number of Shares
6,279
Previous 5,309 18.27%
Holding current value
$85.6 Million
Previous $56.3 Million 52.08%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
N/A
970 Added 18.27%
6,279 $85.6 Million
Q1 2024

Apr 30, 2024

SELL
N/A
-3,711 Reduced 41.14%
5,309 $85.6 Million
Q4 2023

Mar 04, 2024

BUY
N/A
7,457 Added 477.1%
9,020 $180 Million
Q3 2023

Dec 01, 2023

BUY
N/A
1,563 New
1,563 $26 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.