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Fi Enhanced Lrg Cap Growth Ubs shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 274 746.55
2021-12-31 $203k 234 867.52
2020-12-31 $309k 560 551.79
2020-09-30 $254k 560 453.57
2020-06-30 $244k 680 358.82
2019-12-31 $238k 715 332.87

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
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NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Fi Enhanced Lrg Cap Growth Ubs

Fisher Investments
Johnson Investment Counsel
Creative Planning
Ingalls & Snyder
MAI Wealth Advisors
Mariner Wealth Advisors
Householder Group Estate & Retirement Specialist
Flow Traders US
Wealth Enhancement Advisory Services
Citadel Advisors
Pnc Financial Services
Calamos Wealth Management
Raymond James & Associates
Howard Capital Management
Centric Wealth Management

View all funds holding Fi Enhanced Lrg Cap Growth Ubs