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Western Ast Clymr Infl Lkd Sc & Incm shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Western Ast Clymr Infl Lkd Sc & Incm (WIA) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Western Ast Clymr Infl Lkd Sc & Incm

Tip: Access up to 7 years of quarterly data

All positions including Western Ast Clymr Infl Lkd Sc & Incm held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Ast Clymr Infl Lkd Sc & Incm by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0k 866 8.14
2023-12-31 $14k 1.7k 8.12
2023-09-30 $6.8k 866 7.82
2020-09-30 $10k 866 11.55

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 Western Ast Clymr Infl Lkd Sc & Incm

Baird Financial
Bank of America Corporation
Roberts Glore & Co
Stifel Financial
Fiera Capital Corporation
RHS Financial
Guggenheim Capital, LLC Managers
Oakmont Partners
Wakefield Asset Management L
Rock Point Advisors
Wolverine Asset Management
Coastal Investment Advisors
Janney Montgomery Scott
PenderFund Capital Management
Landscape Capital Management

View all funds holding Western Ast Clymr Infl Lkd Sc & Incm