Fortress Wealth Management, Inc. Columbia ETF Tr Ii Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 27,416 shares of XCEM stock, worth $816,996. This represents 0.46% of its overall portfolio holdings.
Number of Shares
27,416
Previous 40,549
32.39%
Holding current value
$816,996
Previous $1.32 Million
38.75%
% of portfolio
0.46%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
168Shares Held
30.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$118 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$44.3 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26 Million5.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$23.5 Million0.01% of portfolio