Fortress Wealth Management, Inc. American Centy ETF Travantis C Transaction History

Fortress Wealth Management, Inc.

$164 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$45.75 - $46.94 $503,250 - $516,340	11,000 New	11,000 $507,000

Others Institutions Holding AVMU

# of Institutions

43

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

686K
Shares

$30.6 Million
0.01% of portfolio
Mattern Wealth Management LLC

265K
Shares

$11.8 Million
2.89% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

254K
Shares

$11.3 Million
1.05% of portfolio
Financial Partners Group, Inc Overland Park, KS

175K
Shares

$7.78 Million
1.27% of portfolio
Plancorp, LLC

144K
Shares

$6.43 Million
0.26% of portfolio

About AMERICAN CENTY ETF TRAVANTIS C

Ticker AVMU
Sector ETFs
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