Fortis Advisors, LLC MLPX Holdings History

Number of Shares
89,306.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
3.71%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
38.19%

Fortis Advisors, LLC's Global X MLP & Energy Infrastructure ETF Holding Summary

As of 2025-03-31, Fortis Advisors, LLC held 89,306.00 shares of Global X MLP & Energy Infrastructure ETF(MLPX), totaling $5.70 Mil. This investment constitutes 3.71% of their stock portfolio, and Fortis Advisors, LLC now holds 0.21% of the outstanding Global X MLP & Energy Infrastructure ETF(MLPX) stock.

The initial trade took place in 2021Q2. And since then Fortis Advisors, LLC has made 10 purchases of MLPX, at an average price of $36.35, for a total of 194,617.00 shares. In addition, there have been 6 sales at an average price of $40.29 for 105,311.00 shares. Based on historical transaction data and MLPX's current price of $61.94, Fortis Advisors, LLC's estimated gain on his MLPX holdings is $2.70 Mil, reflecting a 38.19% gain to date.

Fortis Advisors, LLC MLPX ($61.94) Holding Chart

Fortis Advisors, LLC MLPX ($61.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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