Fortis Group Advisors, LLC
Position in INCE — Franklin Income Equity Focus ETF
CIK 1815183
WESTWOOD, NJ
All Filings in INCE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 INCE | $954,359 | 16,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 INCE | $946,013 | 16,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 INCE | $961,283 | 17,105 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 INCE | $1,002,483 | 18,097 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 INCE | $1,034,370 | 17,773 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 INCE | $979,440 | 18,190 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 INCE | $982,896 | 17,982 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||