Fortress Wealth Management, Inc. Jp Morgan ETF Tr Betabuilders Transaction History

Fortress Wealth Management, Inc.

  • $177 Million
  • Q4 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Jp Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 4,951 shares of BBRE stock, worth $468,216. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,951
Previous 9,166 45.99%
Holding current value
$468,216
Previous $924,000 49.89%
% of portfolio
0.26%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$92.26 - $103.02 $388,875 - $434,229
-4,215 Reduced 45.99%
4,951 $463,000
Q3 2024

Oct 18, 2024
SELL
$86.85 - $102.45 $2.43 Million - $2.86 Million
-27,927 Reduced 75.29%
9,166 $924,000
Q2 2024

Jul 16, 2024
BUY
$81.03 - $88.08 $161,492 - $175,543
1,993 Added 5.68%
37,093 $3.25 Million
Q1 2024

Apr 19, 2024
BUY
$84.52 - $90.22 $194,649 - $207,776
2,303 Added 7.02%
35,100 $3.11 Million
Q4 2023

Feb 12, 2024
BUY
$72.63 - $90.82 $2.38 Million - $2.98 Million
32,797 New
32,797 $2.93 Million

Others Institutions Holding BBRE

# of Institutions
49
Shares Held
8.77M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TR BETABUILDERS

BBRE Quotes by TradingView
  • Ticker BBRE
  • Sector ETFs
  • Industry ETFs
More about BBRE
Track This Portfolio

Track Fortress Wealth Management, Inc. Portfolio

Follow Fortress Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email