Fortis Group Advisors, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Number of Shares
30,535
Previous 32,572 6.25%
Holding current value
$781 Million
Previous $833 Million 6.2%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-2,037 Reduced 6.25%
30,535 $781 Million
Q2 2025

Aug 08, 2025
BUY
N/A
8,580 Added 35.76%
32,572 $833 Million
Q1 2025

May 02, 2025
BUY
N/A
23,992 New
23,992 $612 Million
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