Fortress Wealth Management, Inc. AVUS Holdings History
Fortress Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 4,254.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $428,940.00. This investment constitutes 0.21% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2025Q2. And since then Fortress Wealth Management, Inc. has made 1 purchases of AVUS, at an average price of $93.61, for a total of 4,254.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Fortress Wealth Management, Inc.'s estimated gain on his AVUS holdings is $37,860.60, reflecting a 9.51% gain to date.
Fortress Wealth Management, Inc. AVUS ($102.51) Holding Chart
Fortress Wealth Management, Inc. AVUS ($102.51) 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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