Fortis Group Advisors, LLC Ishares Tr Transaction History

Fortis Group Advisors, LLC

  • $504 Billion
  • Q2 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 5,510 shares of DVY stock, worth $712,828. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,510
Previous 5,443 1.23%
Holding current value
$712,828
Previous $671 Million 0.59%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jul 30, 2024
BUY
$115.73 - $125.75 $7,753 - $8,425
67 Added 1.23%
5,510 $667 Million
Q1 2024

Apr 30, 2024
SELL
$113.31 - $123.18 $41,471 - $45,083
-366 Reduced 6.3%
5,443 $671 Million
Q3 2023

Dec 01, 2023
BUY
$107.44 - $118.16 $40,827 - $44,900
380 Added 7.0%
5,809 $681 Million
Q2 2023

Jul 18, 2023
SELL
$108.5 - $119.27 $17,468 - $19,202
-161 Reduced 2.88%
5,429 $615 Million
Q1 2023

May 26, 2023
BUY
$110.68 - $126.38 $618,701 - $706,464
5,590 New
5,590 $657 Million

Others Institutions Holding DVY

# of Institutions
1,301
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email