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 25,225 shares of AVEM stock, worth $1.55 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

25,225

Previous 30,349 16.88%

Holding current value

$1.55 Million

Previous $1.96 Million 24.39%

% of portfolio

0.84%

Previous 1.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$58.59 - $66.14 $300,215 - $338,901	-5,124 Reduced 16.88%	25,225 $1.48 Million
Q3 2024 Oct 18, 2024	SELL	$57.2 - $65.59 $2.82 Million - $3.24 Million	-49,361 Reduced 61.93%	30,349 $1.96 Million
Q2 2024 Jul 16, 2024	BUY	$56.42 - $62.42 $60,482 - $66,914	1,072 Added 1.36%	79,710 $4.87 Million
Q1 2024 Apr 19, 2024	BUY	$53.02 - $58.54 $214,731 - $237,087	4,050 Added 5.43%	78,638 $4.56 Million
Q4 2023 Feb 12, 2024	SELL	$51.0 - $56.39 $1.01 Million - $1.12 Million	-19,816 Reduced 20.99%	74,588 $4.21 Million
Q3 2023 Nov 14, 2023	BUY	$52.44 - $57.3 $83,169 - $90,877	1,586 Added 1.71%	94,404 $4.98 Million
Q2 2023 Jul 26, 2023	BUY	$51.46 - $55.92 $1.21 Million - $1.31 Million	23,515 Added 33.93%	92,818 $4.99 Million
Q1 2023 Apr 20, 2023	BUY	$50.27 - $56.2 $87,670 - $98,012	1,744 Added 2.58%	69,303 $3.67 Million
Q4 2022 Jan 17, 2023	BUY	$44.87 - $52.64 $293,853 - $344,739	6,549 Added 10.73%	67,559 $0
Q3 2022 Nov 03, 2022	BUY	$45.9 - $53.37 $216,923 - $252,226	4,726 Added 8.4%	61,010 $2.8 Million
Q2 2022 Jul 27, 2022	BUY	$51.44 - $61.32 $2.9 Million - $3.45 Million	56,284 New	56,284 $2.93 Million

Others Institutions Holding AVEM

# of Institutions

527

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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