Fortress Wealth Management, Inc. Purchases in Q3 2024

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
62.9K
+ 19.53%
$60.05 - $65.83 $3.78M - $4.14M
385K $25.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
158K
+ 78.57%
$25.23 - $27.94 $3.98M - $4.41M
359K $9.94M
DUHP
Dimensional ETF Tr Dimensional

ETFs
104K
+ 22.16%
$30.74 - $34.07 $3.2M - $3.55M
575K $19.6M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
129K
New
$24.27 - $27.34 $3.12M - $3.52M
129K $3.46M
AVES
American Centy ETF Tr Avantis

ETFs
63.5K
New
$46.0 - $52.55 $2.92M - $3.33M
63.5K $3.31M
JPIE
J P Morgan Exchange Traded Fd
27.1K
+ 12.17%
$45.17 - $46.39 $1.22M - $1.26M
250K $11.6M
CGCP
Capital Group Core Plus Income

ETFs
42.7K
+ 9.76%
$22.12 - $23.31 $945K - $995K
480K $11.1M
DFIV
Dimensional ETF Tr

ETFs
9.4K
+ 2.84%
$34.66 - $38.38 $326K - $361K
340K $12.9M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
14.2K
+ 4.33%
$20.56 - $22.25 $291K - $315K
341K $7.59M
AVDV
American Centy ETF Tr Avantis

ETFs
1.52K
+ 2.51%
$62.52 - $71.12 $95K - $108K
62K $4.38M
AVIV
American Centy ETF Tr Avantis
3.71K
New
$50.37 - $56.43 $187K - $209K
3.71K $208K
DFAT
Dimensional ETF Tr U S Target

ETFs
193
+ 0.54%
$51.0 - $57.07 $9.84K - $11K
36.1K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.24%
$517.38 - $573.86 $2.07K - $2.3K
1.65K $945K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81
+ 0.38%
$31.05 - $34.29 $2.52K - $2.78K
21.1K $725K
DFAE
Dimensional ETF Tr

ETFs
146
+ 0.88%
$24.46 - $27.82 $3.57K - $4.06K
16.7K $457K
NCA
Nuveen California Municipal Value Fund

Financial Services
481
+ 0.95%
$8.64 - $9.19 $4.16K - $4.42K
51.2K $466K
SRE
Sempra Energy

Utilities
7
+ 0.25%
$74.97 - $84.04 $525 - $588
2.76K $230K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
362
+ 0.71%
$23.41 - $23.78 $8.47K - $8.61K
51.3K $1.22M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
192
+ 0.71%
$23.47 - $23.74 $4.51K - $4.56K
27.2K $646K
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 0.03%
$50.09 - $51.31 $100 - $103
6.35K $325K
Pimco ETF Tr
155K
+ 45.56%
N/A
496K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.03K
+ 13.04%
N/A
26.3K $0
Goldman Sachs ETF Tr
1.18K
+ 5.68%
N/A
22K $0
Entrepreneurshares Series Tr
270K
New
N/A
270K $0
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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