Fortress Wealth Management, Inc. AVLV Holdings History
Fortress Wealth Management, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 345,971.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $23.60 Mil. This investment constitutes 11.38% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.31% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q1. And since then Fortress Wealth Management, Inc. has made 11 purchases of AVLV, at an average price of $54.69, for a total of 441,720.00 shares. In addition, there have been 4 sales at an average price of $62.02 for 95,749.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Fortress Wealth Management, Inc.'s estimated gain on his AVLV holdings is $5.81 Mil, reflecting a 24.05% gain to date.
Fortress Wealth Management, Inc. AVLV ($69.45) Holding Chart
Fortress Wealth Management, Inc. AVLV ($69.45) 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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