Fortis Group Advisors, LLC LISTED FDS TR Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Number of Shares
63,146
Previous 61,705 2.34%
Holding current value
$4.29 Billion
Previous $3.62 Billion 18.7%
% of portfolio
0.74%
Previous 0.66%

Shares

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

Nov 07, 2025
BUY
N/A
1,441 Added 2.34%
63,146 $4.29 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
61,705 New
61,705 $3.62 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
40,042 New
40,042 $2.18 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
126,073 New
126,073 $5.69 Billion
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