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

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 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 40,549 shares of XCEM stock, worth $1.32 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
40,549
Previous 130,630 68.96%
Holding current value
$1.32 Million
Previous $4.17 Million 68.24%
% of portfolio
0.74%
Previous 2.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
144
Shares Held
27.6M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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