A detailed history of Fortis Group Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 140,663 shares of XLG stock, worth $6.81 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
140,663
Previous 207,845 32.32%
Holding current value
$6.81 Million
Previous $9.51 Billion 29.69%
% of portfolio
1.24%
Previous 1.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$42.54 - $47.97 $2.86 Million - $3.22 Million
-67,182 Reduced 32.32%
140,663 $6.69 Billion
Q2 2024

Jul 30, 2024

SELL
$39.84 - $46.12 $930,383 - $1.08 Million
-23,353 Reduced 10.1%
207,845 $9.51 Billion
Q1 2024

Apr 30, 2024

BUY
$37.01 - $42.29 $8.56 Million - $9.78 Million
231,198 New
231,198 $9.74 Billion

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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.