Fortress Wealth Management, Inc. Principal Exchange Traded Fds Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 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 142,588 shares of YLD stock, worth $2.76 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
142,588
Previous 143,403
0.57%
Holding current value
$2.76 Million
Previous $2.75 Million
1.13%
% of portfolio
1.57%
Previous 1.61%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
41Shares Held
8.93MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.32MShares$44.9 Million0.03% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL839KShares$16.3 Million1.26% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.2 Million1.49% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT665KShares$12.9 Million2.77% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN569KShares$11 Million1.78% of portfolio