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 5,069 shares of AVIV stock, worth $326,798. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,069
Previous 3,740 35.53%
Holding current value
$326,798
Previous $211,000 49.29%
% of portfolio
0.18%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025

BUY
$50.27 - $62.84 $66,808 - $83,514
1,329 Added 35.53%
5,069 $315,000
Q1 2025

May 02, 2025

BUY
$51.51 - $58.54 $192,647 - $218,939
3,740 New
3,740 $211,000
Q3 2024

Oct 18, 2024

BUY
$50.37 - $56.43 $186,822 - $209,298
3,709 New
3,709 $208,000

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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