Fortis Group Advisors, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	SELL	$25.69 - $26.67 $237,401 - $246,457	-9,241 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$30.15 - $31.13 $278,616 - $287,672	9,241 New	9,241 $285,000

Others Institutions Holding SPIP

# of Institutions

230

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.1 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.7 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.7 Million
0.05% of portfolio

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