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Fortis Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Fortis Advisors’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$978 – 255
2022
Q2 		$1K Buy
+25
New +$1.03K ﹤0.01% 268

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Fortis Advisors's GAL Position: Q3 2022 in Review

Fortis Advisors sold out of State Street Global Allocation ETF (GAL) in Q3 2022, closing a stake of 25 shares — an estimated $978 sold.

Fortis Advisors first reported a position in GAL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 36 funds tracked by Wall St. Rank hold GAL as of Q3 2022.

  • Fortis Advisors reported no remaining State Street Global Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 25 State Street Global Allocation ETF shares in Q3 2022, an estimated $978.
  • Fortis Advisors first reported a position in State Street Global Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Fortis Advisors's State Street Global Allocation ETF position peaked at $1K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.