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Company Main View
Name:
Fortress Wealth Management Inc.
City:
Culver City
State:
CA
Zip:
90232
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$194,036,000
Total Value Change :
$10,584,000
Securities Held Change :
3
All Securities Held :
67
New Positions
:
6
Closed Positions
:
4
Increased Positions
:
32
Unchanged Positions
:
10
Decreased Positions
:
19
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SRE
Sempra Energy
70
Closed
$71.98
$0
0
0%
-205,000
-2,740
0
Electric Utilities
SCHD
Schwab US Dividend Equity ETF
69
Closed
$79.56
$0
0
0%
-200,000
-2,634
0
N/A
GMF
streetTRACKS Sp Em As Pac Etf
68
Closed
$109.35
$0
0
0%
-475,000
-4,699
0
Closed - End Fund - E...
FBND
Fidelity Total Bond Etf
71
Closed
$0.00
$0
0
0%
-549,000
-11,916
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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