Fortem Financial Group, LLC Principal ETF Principal Health Transaction History

Fortem Financial Group, LLC

$240 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	SELL	$31.99 - $37.9 $2.41 Million - $2.86 Million	-75,345 Reduced 90.41%	7,994 $265,000
Q4 2022 Jan 17, 2023	SELL	$31.95 - $35.3 $335,602 - $370,791	-10,504 Reduced 11.19%	83,339 $0
Q3 2022 Nov 01, 2022	BUY	N/A	3,082 Added 3.4%	93,843 $3.23 Million
Q2 2022 Jul 25, 2022	BUY	N/A	62,910 Added 225.88%	90,761 $2.93 Million
Q1 2022 Apr 27, 2022	BUY	N/A	17,283 Added 163.54%	27,851 $1.1 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-2,282 Reduced 17.76%	10,568 $500,000
Q3 2021 Oct 15, 2021	BUY	N/A	1,714 Added 15.39%	12,850 $702,000
Q2 2021 Jul 14, 2021	BUY	N/A	1,220 Added 12.3%	11,136 $678,000
Q1 2021 Apr 20, 2021	BUY	N/A	9,916 New	9,916 $574,000

Others Institutions Holding BTEC

# of Institutions

1

Shares Held

143

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

143
Shares

$0
0.0% of portfolio

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