Fortis Group Advisors »

Permian Basin Royalty Trust shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permian Basin Royalty Trust by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4k 200 12.10
2023-12-31 $5.6k 400 13.96
2023-09-30 $4.3k 200 21.25
2020-09-30 $0 200 0.00

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
UBS Group
Citadel Advisors
Moors & Cabot
MRM-Horizon Advisors
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services
Fielder Capital Group
Kingswood Wealth Advisors

View all funds holding Permian Basin Royalty Trust