Fortis Group Advisors, LLC Financial Sector Spdr Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 45,181 shares of XLF stock, worth $2.29 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

45,181

Previous 87,844 48.57%

Holding current value

$2.29 Million

Previous $3.61 Billion 43.3%

% of portfolio

0.38%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $1.74 Million - $1.95 Million	-42,663 Reduced 48.57%	45,181 $2.05 Billion
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $3.47 Million - $3.73 Million	87,700 Added 60902.78%	87,844 $3.61 Billion
Q1 2024 Apr 30, 2024	SELL	$37.27 - $42.12 $5,366 - $6,065	-144 Reduced 50.0%	144 $6.05 Million
Q4 2023 Mar 04, 2024	BUY	$31.45 - $37.72 $4,528 - $5,431	144 Added 100.0%	288 $10.8 Million
Q3 2023 Dec 01, 2023	BUY	$33.17 - $35.6 $4,776 - $5,126	144 New	144 $4.77 Million
Q1 2023 May 26, 2023	SELL	$30.98 - $37.0 $4,430 - $5,291	-143 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$22.68 - $25.49 $3,243 - $3,645	143 New	143 $3,000

Others Institutions Holding XLF

# of Institutions

1,840

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account

Fortis Group Advisors, LLC Financial Sector Spdr Transaction History