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 78,499 shares of AVES stock, worth $3.62 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
78,499
Previous 63,452
23.71%
Holding current value
$3.62 Million
Previous $3.31 Million
9.61%
% of portfolio
2.05%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.92MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$35.7 Million1.71% of portfolio
-
Empowered Funds, LLC756KShares$34.9 Million0.53% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.3 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.311KShares$14.4 Million2.93% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.2 Million0.07% of portfolio