Fortress Wealth Management, Inc. Listed Fds Tr Horizon Kinetics Transaction History

Fortress Wealth Management, Inc.

$177 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$28.23 - $33.05 $839,193 - $982,477	29,727 New	29,727 $0

Others Institutions Holding INFL

# of Institutions

143

Shares Held

16.7M

Call Options Held

6.9K

Put Options Held

1.1K

Oxford Financial Group LTD Indianapolis, IN

3.93M
Shares

$157 Million
9.73% of portfolio
Jpmorgan Chase & CO New York, NY

3.93M
Shares

$157 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

879K
Shares

$35.2 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

460K
Shares

$18.4 Million
6.22% of portfolio
Royal Bank Of Canada Toronto, A6

450K
Shares

$18 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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