Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 41,453 shares of YLD stock, worth $807,504. This represents 0.45% of its overall portfolio holdings.

Number of Shares

41,453

Previous 142,588 70.93%

Holding current value

$807,504

Previous $2.72 Million 70.21%

% of portfolio

0.45%

Previous 1.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$18.89 - $19.62 $1.91 Million - $1.98 Million	-101,135 Reduced 70.93%	41,453 $809,000
Q2 2024 Jul 16, 2024	SELL	$18.74 - $19.15 $15,273 - $15,607	-815 Reduced 0.57%	142,588 $2.72 Million
Q1 2024 Apr 19, 2024	BUY	$18.75 - $19.2 $236,943 - $242,630	12,637 Added 9.66%	143,403 $2.75 Million
Q4 2023 Feb 12, 2024	BUY	$17.66 - $19.07 $2.31 Million - $2.49 Million	130,766 New	130,766 $2.47 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

9.78M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
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Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History