Fortis Group Advisors, LLC Invesco Actively Mngd ETF Tr S Transaction History
Fortis Group Advisors, LLC
- $537 Billion
- Q4 2024
A detailed history of Fortis Group Advisors, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 40,748 shares of PHDG stock, worth $1.56 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
40,748
Previous 34,299
18.8%
Holding current value
$1.56 Million
Previous $1.31 Billion
15.82%
% of portfolio
0.28%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding PHDG
# of Institutions
52Shares Held
2.21MCall Options Held
0Put Options Held
0-
First Premier Bank349KShares$13.4 Million3.31% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$12 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.11 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.46 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA112KShares$4.3 Million0.54% of portfolio