Fortis Group Advisors, LLC SPY Holdings History
Fortis Group Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 15,265.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.54 Mil. This investment constitutes 1.66% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 4 purchases of SPY, at an average price of $463.66, for a total of 39,169.00 shares. In addition, there have been 5 sales at an average price of $512.80 for 23,904.00 shares. Based on historical transaction data and SPY's current price of $634.42, Fortis Group Advisors, LLC's estimated gain on his SPY holdings is $3.78 Mil, reflecting a 20.82% gain to date.
Fortis Group Advisors, LLC SPY ($634.42) Holding Chart
Fortis Group Advisors, LLC SPY ($634.42) 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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