Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Fortress Wealth Management, Inc.

$171 Million
Q1 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 78,638 shares of AVEM stock, worth $4.92 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

78,638

Previous 74,588 5.43%

Holding current value

$4.92 Million

Previous $4.21 Million 8.35%

% of portfolio

2.67%

Previous 2.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$53.02 - $58.54 $214,731 - $237,087	4,050 Added 5.43%	78,638 $4.56 Million
Q4 2023 Feb 12, 2024	SELL	$51.0 - $56.39 $1.01 Million - $1.12 Million	-19,816 Reduced 20.99%	74,588 $4.21 Million
Q3 2023 Nov 14, 2023	BUY	$52.44 - $57.3 $83,169 - $90,877	1,586 Added 1.71%	94,404 $4.98 Million
Q2 2023 Jul 26, 2023	BUY	$51.46 - $55.92 $1.21 Million - $1.31 Million	23,515 Added 33.93%	92,818 $4.99 Million
Q1 2023 Apr 20, 2023	BUY	$50.27 - $56.2 $87,670 - $98,012	1,744 Added 2.58%	69,303 $3.67 Million

Q4 2022 Jan 17, 2023	BUY	$46.21 - $52.64 $302,629 - $344,739	6,549 Added 10.73%	67,559 $0
Q3 2022 Nov 03, 2022	BUY	$47.63 - $53.37 $225,099 - $252,226	4,726 Added 8.4%	61,010 $2.8 Million
Q2 2022 Jul 27, 2022	BUY	$51.44 - $61.32 $2.9 Million - $3.45 Million	56,284 New	56,284 $2.93 Million

Others Institutions Holding AVEM

# of Institutions

389

Shares Held

78.3M

Call Options Held

Put Options Held

10.4K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History