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

Fortress Wealth Management, Inc.

$175 Million
Q2 2025

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 3,247 shares of BBRE stock, worth $313,270. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,247

Previous 3,359 3.33%

Holding current value

$313,270

Previous $315,000 5.08%

% of portfolio

0.17%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$82.14 - $94.68 $9,199 - $10,604	-112 Reduced 3.33%	3,247 $299,000
Q1 2025 May 02, 2025	SELL	$90.18 - $98.47 $143,566 - $156,764	-1,592 Reduced 32.16%	3,359 $315,000
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

Shares Held

8.79M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR BETABUILDERS

Ticker BBRE
Sector ETFs
Industry ETFs

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