Fortis Advisors, LLC EFV Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$722.00
% of Total Estimate Gain
0.18%
Fortis Advisors, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held - shares of iShares MSCI EAFE Value ETF(EFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Fortis Advisors, LLC now holds 0% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Fortis Advisors, LLC has made 6 purchases of EFV, at an average price of $53.01, for a total of 7,446.00 shares. In addition, there have been 7 sales at an average price of $53.11 for 7,446.00 shares. Based on historical transaction data and EFV's current price of $63.10, Fortis Advisors, LLC's estimated gain on his EFV holdings is $722.00, reflecting a 0.18% gain to date.
Fortis Advisors, LLC EFV ($63.10) Holding Chart
Fortis Advisors, LLC EFV ($63.10) 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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