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Fi Enhanced Lrg Cap Growth Ubs shares owned by Truepoint

Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by Truepoint from 13F filings

Historical chart of Truepoint investment in Fi Enhanced Lrg Cap Growth Ubs

Tip: Access up to 7 years of quarterly data

All positions including Fi Enhanced Lrg Cap Growth Ubs held by Truepoint consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fi Enhanced Lrg Cap Growth Ubs by Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 241 843.45
2021-12-31 $209k 241 867.22

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding Fi Enhanced Lrg Cap Growth Ubs

Fisher Investments
Susquehanna International
Johnson Investment Counsel
Citadel Advisors
Creative Planning
MAI Wealth Advisors
Ingalls & Snyder
Northwestern Mutual Wealth Management Company
Householder Group Estate & Retirement Specialist
Amussen Hunsaker & Associates
Wealth Enhancement Advisory Services
Pnc Financial Services
Calamos Wealth Management
Raymond James & Associates
Atlantic Trust

View all funds holding Fi Enhanced Lrg Cap Growth Ubs