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 66,675 shares of AVDV stock, worth $4.5 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
66,675
Previous 61,960
7.61%
Holding current value
$4.5 Million
Previous $4.38 Million
0.89%
% of portfolio
2.45%
Previous 2.43%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
427Shares Held
78.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$667 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$649 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$398 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$212 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio