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 18,041 shares of AVUV stock, worth $1.76 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
18,041
Previous 14,258
26.53%
Holding current value
$1.76 Million
Previous $1.3 Million
38.29%
% of portfolio
0.96%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio