Fi Enhanced Lrg Cap Growth Ubs shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric 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 Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Fi Enhanced Lrg Cap Growth Ubs by Centric Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $293k | 382 | 767.80 |
2023-12-31 | $292k | 382 | 764.14 |
2023-09-30 | $210k | 382 | 549.21 |
2023-06-30 | $223k | 382 | 582.54 |
2022-03-31 | $351k | 492 | 713.41 |
2021-12-31 | $427k | 492 | 867.89 |
2021-09-30 | $348k | 492 | 707.32 |
2021-06-30 | $341k | 492 | 693.09 |
2021-03-31 | $276k | 492 | 560.98 |
2020-12-31 | $272k | 492 | 552.85 |