Fortress Wealth Management, Inc. Closed Holding Positions

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DE
Deere & CO

Industrials
Q2 2022 Filed on Jul 27, 2022
753
$297.51 - $438.45 $224K - $330K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2022 Filed on Jul 27, 2022
164,972
$17.59 - $21.91 $2.9M - $3.61M
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
71
$102.31 - $168.35 $7.26K - $12K
VV
Vanguard Large Cap ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
21,205
$167.29 - $210.78 $3.55M - $4.47M
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
1,156
$170.7 - $214.67 $197K - $248K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
Q2 2022 Filed on Jul 27, 2022
51,254
$15.52 - $19.29 $795K - $989K
JHML
John Hancock Multifactor Large

ETFs
Q2 2022 Filed on Jul 27, 2022
82,589
$46.37 - $57.1 $3.83M - $4.72M
JHMD
John Hancock ETF Tr Multifacto

ETFs
Q2 2022 Filed on Jul 27, 2022
76,607
$27.02 - $31.87 $2.07M - $2.44M
JHEM
John Hancock Exchange Traded

ETFs
Q2 2022 Filed on Jul 27, 2022
61,565
$24.3 - $28.54 $1.5M - $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
508
$416.43 - $608.05 $212K - $309K
DFAX
Dimensional ETF Tr
Q2 2022 Filed on Jul 27, 2022
10,214
$21.22 - $25.37 $217K - $259K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2022 Filed on Jul 27, 2022
39,993
$19.2 - $24.94 $768K - $997K
Hive Blockchain Technlgies L
Q2 2022 Filed on Jul 27, 2022
11,000
N/A
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Jul 27, 2022
4,328
$48.46 - $57.45 $210K - $249K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2022 Filed on May 04, 2022
4,531
$47.3 - $49.17 $214K - $223K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 04, 2022
1,775
$99.96 - $115.1 $177K - $204K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 04, 2022
2,174
$72.32 - $91.66 $157K - $199K
GOOGL
Alphabet Inc.

Communication Services
Q1 2022 Filed on May 04, 2022
270
$125.95 - $148.0 $34K - $40K
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