Number of Shares
380,848
Previous 655,093 41.86%
Holding current value
$12.7 Billion
Previous $21.8 Billion 41.83%
% of portfolio
2.36%
Previous 4.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
N/A
-274,245 Reduced 41.86%
380,848 $12.7 Billion
Q3 2024

Oct 21, 2024

BUY
N/A
261,620 Added 66.49%
655,093 $21.8 Billion
Q2 2024

Jul 30, 2024

BUY
N/A
17,016 Added 4.52%
393,473 $12.4 Billion
Q1 2024

Apr 30, 2024

BUY
N/A
376,457 New
376,457 $11.4 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.