Fortress Wealth Management, Inc. Columbia ETF Tr Ii Transaction History

Fortress Wealth Management, Inc.

$177 Million
Q4 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 27,416 shares of XCEM stock, worth $836,736. This represents 0.46% of its overall portfolio holdings.

Number of Shares

27,416

Previous 40,549 32.39%

Holding current value

$836,736

Previous $1.32 Million 38.75%

% of portfolio

0.46%

Previous 0.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$29.6 - $32.67 $388,736 - $429,055	-13,133 Reduced 32.39%	27,416 $811,000
Q3 2024 Oct 18, 2024	SELL	$30.17 - $33.79 $2.72 Million - $3.04 Million	-90,081 Reduced 68.96%	40,549 $1.32 Million
Q2 2024 Jul 16, 2024	BUY	$29.7 - $31.92 $58,212 - $62,563	1,960 Added 1.52%	130,630 $4.17 Million
Q1 2024 Apr 19, 2024	BUY	$28.71 - $31.12 $254,428 - $275,785	8,862 Added 7.4%	128,670 $4 Million
Q4 2023 Feb 12, 2024	BUY	$26.18 - $30.31 $3.14 Million - $3.63 Million	119,808 New	119,808 $3.63 Million

Others Institutions Holding XCEM

# of Institutions

154

Shares Held

30.2M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Fortress Wealth Management, Inc. Columbia ETF Tr Ii Transaction History