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Fi Enhanced Lrg Cap Growth Ubs shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 321 694.98
2023-03-31 $207k 430 481.40
2022-09-30 $214k 582 367.70
2022-06-30 $670k 15k 46.08

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View all positions for Arete Wealth Advisors

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