Fortress Wealth Group, LLC Closed Holding Positions

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 15, 2022
3,358
$54.29 - $67.38 $182K - $226K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
421
$30.35 - $72.73 $12.8K - $30.6K
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
624
$166.37 - $391.5 $104K - $244K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Aug 15, 2022
3,969
$130.25 - $170.4 $517K - $676K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,114
$155.6 - $218.85 $173K - $244K
IRT
Independence Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
9,183
$20.5 - $28.15 $188K - $259K
MMLG
First Tr Exc Viii First Multi

Technology
Q2 2022 Filed on Aug 15, 2022
11,455
$16.17 - $23.67 $185K - $271K
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
697
$360.79 - $468.81 $251K - $327K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
6,457
$41.53 - $51.1 $268K - $330K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 16, 2022
702
$53.94 - $69.5 $37.9K - $48.8K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2022 Filed on May 16, 2022
16,314
$24.68 - $27.82 $403K - $454K
TTD
Trade Desk, Inc.

Technology
Q1 2022 Filed on May 16, 2022
5,581
$52.48 - $90.11 $293K - $503K
RUN
Sunrun Inc.

Technology
Q1 2022 Filed on May 16, 2022
8,688
$19.99 - $35.47 $174K - $308K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
2,400
$76.76 - $137.41 $184K - $330K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
7,632
$49.77 - $54.53 $380K - $416K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,485
$179.32 - $271.7 $266K - $403K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
Q4 2021 Filed on Feb 11, 2022
24,646
$25.65 - $25.96 $632K - $640K
New Oriental Ed & Technology
Q4 2021 Filed on Feb 11, 2022
10,000
N/A
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
3,927
$47.19 - $52.38 $185K - $206K
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