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Fortrea Hldgs shares owned by MBL Wealth

Quarter-by-quarter ownership of Fortrea Hldgs (FTRE) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Fortrea Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Fortrea Hldgs held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortrea Hldgs by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 42k 40.14
2023-12-31 $1.5M 42k 34.90
2023-09-30 $1.2M 42k 28.59

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Fortrea Hldgs

BlackRock
Vanguard Group
Sessa Capital IM
Starboard Value
Robeco Investment Management
Alliancebernstein
Gates Capital Management
Brandes Investment Partners
Citadel Advisors
Victory Capital Management
Coliseum Capital Management
Morgan Stanley
Bank of America Corporation
Geode Capital Management
Nordea Investment Management Ab

View all funds holding Fortrea Hldgs