Fortress Wealth Management, Inc. SSPY Holdings History
Fortress Wealth Management, Inc.'s Stratified LargeCap Index ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 72,277.00 shares of Stratified LargeCap Index ETF(SSPY), totaling $5.95 Mil. This investment constitutes 2.87% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 4.95% of the outstanding Stratified LargeCap Index ETF(SSPY) stock.
The initial trade took place in 2021Q4. And since then Fortress Wealth Management, Inc. has made 3 purchases of SSPY, at an average price of $70.96, for a total of 385,686.00 shares. In addition, there have been 11 sales at an average price of $73.41 for 313,409.00 shares. Based on historical transaction data and SSPY's current price of $83.08, Fortress Wealth Management, Inc.'s estimated gain on his SSPY holdings is $1.64 Mil, reflecting a 6.01% gain to date.
Fortress Wealth Management, Inc. SSPY ($83.08) Holding Chart
Fortress Wealth Management, Inc. SSPY ($83.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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