Fortis shares owned by Icon Wealth Advisors
Historical chart of Icon Wealth Advisors investment in Fortis
Tip: Access up to 7 years of quarterly data
All positions including Fortis held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Fortis by Icon Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $136k | 3.3k | 41.13 |
2022-09-30 | $115k | 3.0k | 37.89 |