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

Fortress Wealth Management, Inc.

$177 Million
Q4 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 25,285 shares of YLD stock, worth $489,011. This represents 0.27% of its overall portfolio holdings.

Number of Shares

25,285

Previous 41,453 39.0%

Holding current value

$489,011

Previous $809,000 40.17%

% of portfolio

0.27%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$19.17 - $19.61 $309,940 - $317,054	-16,168 Reduced 39.0%	25,285 $484,000
Q3 2024 Oct 18, 2024	SELL	$18.89 - $19.62 $1.91 Million - $1.98 Million	-101,135 Reduced 70.93%	41,453 $809,000
Q2 2024 Jul 16, 2024	SELL	$18.74 - $19.15 $15,273 - $15,607	-815 Reduced 0.57%	142,588 $2.72 Million
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

Shares Held

10.8M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

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