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Fortrea Hldgs shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors investment in Fortrea Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fortrea Hldgs by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 5.3k 40.14
2023-12-31 $244k 7.0k 34.90
2023-09-30 $235k 8.2k 28.59

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding Fortrea Hldgs

Vanguard Group
Starboard Value
Sessa Capital IM
Robeco Investment Management
Alliancebernstein
Citadel Advisors
Gates Capital Management
Brandes Investment Partners
Victory Capital Management
Coliseum Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Nordea Investment Management Ab
Sachem Head Capital Management
Dimensional Fund Advisors

View all funds holding Fortrea Hldgs