Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 2025
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 4,265 shares of AVUS stock, worth $465,268. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,265
Previous 4,254
0.26%
Holding current value
$465,268
Previous $428,000
8.18%
% of portfolio
0.25%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio