Number of Shares
90,748.00
Current Holdings Value*
$9.03 Mil
% of Portfolio
1.75%
Total Estimate Gain
$31,456.73
% of Total Estimate Gain
0.05%

Fortis Group Advisors, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-03-31, Fortis Group Advisors, LLC held 90,748.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $9.03 Mil. This investment constitutes 1.75% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.23% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2023Q4. And since then Fortis Group Advisors, LLC has made 1 purchases of BILS, at an average price of $99.22, for a total of 604,176.00 shares. In addition, there have been 5 sales at an average price of $99.26 for 513,428.00 shares. Based on historical transaction data and BILS's current price of $99.34, Fortis Group Advisors, LLC's estimated gain on his BILS holdings is $31,456.73, reflecting a 0.05% gain to date.

Fortis Group Advisors, LLC BILS ($99.34) Holding Chart

Fortis Group Advisors, LLC BILS ($99.34) 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 %

Top Ranked Articles

  • 1