Fortis Capital Management LLC Invesco Exchange Traded Fd Tr Transaction History
Fortis Capital Management LLC
- $381 Million
- Q1 2024
A detailed history of Fortis Capital Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fortis Capital Management LLC holds 14,967 shares of RWJ stock, worth $635,498. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,967
Previous 10,897
37.35%
Holding current value
$635,498
Previous $451,000
41.91%
% of portfolio
0.17%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
181Shares Held
20.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.88MShares$122 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.17MShares$92.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$60.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.26MShares$53.6 Million0.07% of portfolio
-
Fusion Family Wealth LLC1.24MShares$52.8 Million5.51% of portfolio