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

Fortress Wealth Management, Inc.

$164 Million
Q1 2025

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 10,278 shares of YLD stock, worth $195,795. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,278

Previous 25,285 59.35%

Holding current value

$195,795

Previous $484,000 59.71%

% of portfolio

0.12%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$19.03 - $19.51 $285,583 - $292,786	-15,007 Reduced 59.35%	10,278 $195,000
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

12.4M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

More about YLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Management, Inc. with notifications on news.

Account

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