Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Fortress Wealth Management, Inc.

  • $177 Million
  • Q4 2024

A detailed history of Fortress Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 66,675 shares of AVDV stock, worth $4.7 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
66,675
Previous 61,960 7.61%
Holding current value
$4.7 Million
Previous $4.38 Million 0.89%
% of portfolio
2.45%
Previous 2.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$63.85 - $70.4 $301,052 - $331,936
4,715 Added 7.61%
66,675 $4.34 Million
Q3 2024

Oct 18, 2024
BUY
$62.52 - $71.12 $94,967 - $108,031
1,519 Added 2.51%
61,960 $4.38 Million
Q2 2024

Jul 16, 2024
BUY
$63.81 - $68.36 $91,567 - $98,096
1,435 Added 2.43%
60,441 $3.93 Million
Q1 2024

Apr 19, 2024
BUY
$59.95 - $65.89 $165,761 - $182,185
2,765 Added 4.92%
59,006 $3.89 Million
Q4 2023

Feb 12, 2024
SELL
$54.34 - $62.7 $686,803 - $792,465
-12,639 Reduced 18.35%
56,241 $3.51 Million
Q3 2023

Nov 14, 2023
BUY
$56.69 - $60.91 $16,213 - $17,420
286 Added 0.42%
68,880 $3.98 Million
Q2 2023

Jul 26, 2023
BUY
$56.07 - $60.13 $317,244 - $340,215
5,658 Added 8.99%
68,594 $3.95 Million
Q1 2023

Apr 20, 2023
BUY
$55.2 - $60.58 $177,578 - $194,885
3,217 Added 5.39%
62,936 $3.68 Million
Q4 2022

Jan 17, 2023
BUY
$47.39 - $57.3 $197,142 - $238,368
4,160 Added 7.49%
59,719 $0
Q3 2022

Nov 03, 2022
BUY
$47.02 - $57.29 $676,899 - $824,746
14,396 Added 34.97%
55,559 $2.64 Million
Q2 2022

Jul 27, 2022
BUY
$52.51 - $63.48 $2.16 Million - $2.61 Million
41,163 New
41,163 $2.17 Million

Others Institutions Holding AVDV

# of Institutions
431
Shares Held
78.4M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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