Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History

Fortress Wealth Management, Inc.

  • $171 Million
  • Q1 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 143,403 shares of YLD stock, worth $2.74 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
143,403
Previous 130,766 9.66%
Holding current value
$2.74 Million
Previous $2.47 Million 11.39%
% of portfolio
1.61%
Previous 1.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$18.75 - $19.2 $236,943 - $242,630
12,637 Added 9.66%
143,403 $2.75 Million
Q4 2023

Feb 12, 2024
BUY
$17.66 - $19.07 $2.31 Million - $2.49 Million
130,766 New
130,766 $2.47 Million

Others Institutions Holding YLD

# of Institutions
40
Shares Held
7.13M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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