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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
2024-09-30 $845k 42k 20.00
2024-06-30 $987k 42k 23.34
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)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)

View all positions for MBL Wealth

Top funds holding Fortrea Hldgs

BlackRock
Vanguard Group
Starboard Value
Sessa Capital IM
Pacer Advisors
Beck Mack & Oliver
FMR
State Street Corporation
Baupost Group
Corvex Management
Coliseum Capital Management
Nordea Investment Management Ab
Geode Capital Management
Victory Capital Management
Diamond Hill Capital Management

View all funds holding Fortrea Hldgs