Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 41,453 shares of YLD stock, worth $805,431. This represents 0.45% of its overall portfolio holdings.

Number of Shares
41,453
Previous 142,588 70.93%
Holding current value
$805,431
Previous $2.72 Million 70.21%
% of portfolio
0.45%
Previous 1.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$18.89 - $19.62 $1.91 Million - $1.98 Million
-101,135 Reduced 70.93%
41,453 $809,000
Q2 2024

Jul 16, 2024
SELL
$18.74 - $19.15 $15,273 - $15,607
-815 Reduced 0.57%
142,588 $2.72 Million
Q1 2024

Apr 19, 2024
BUY
$18.75 - $19.2 $236,943 - $242,630
12,637 Added 9.66%
143,403 $2.75 Million
Q4 2023

Feb 12, 2024
BUY
$17.66 - $19.07 $2.31 Million - $2.49 Million
130,766 New
130,766 $2.47 Million

Others Institutions Holding YLD

# of Institutions
51
Shares Held
7.44M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

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