Fortis Capital Advisors, LLC LISTED FDS TR Transaction History

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025
Number of Shares
9,015
Previous 14,612 38.3%
Holding current value
$500 Million
Previous $670 Million 25.38%
% of portfolio
0.09%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-5,597 Reduced 38.3%
9,015 $500 Million
Q1 2025

May 20, 2025
SELL
N/A
-3,718 Reduced 20.28%
14,612 $670 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-4,540 Reduced 19.85%
18,330 $874 Million
Q2 2024

Aug 02, 2024
BUY
N/A
6,071 Added 36.14%
22,870 $1.03 Billion
Q1 2024

May 08, 2024
BUY
N/A
3,895 Added 30.18%
16,799 $658 Million
Q4 2023

Feb 09, 2024
BUY
N/A
12,904 New
12,904 $432 Million
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