Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 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 14,258 shares of AVUV stock, worth $1.44 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,258
Previous 11,272
26.49%
Holding current value
$1.44 Million
Previous $982,000
32.18%
% of portfolio
0.74%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio