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Fortrea Hldgs shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Fortrea Hldgs (FTRE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Fortrea Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Fortrea Hldgs held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortrea Hldgs by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $573k 62k 9.31
2025-06-30 $409k 78k 5.22
2025-03-31 $119k 16k 7.55
2024-06-30 $210k 9.0k 23.34
2024-03-31 $367k 9.1k 40.14
2023-12-31 $309k 8.8k 34.90
2023-09-30 $259k 9.1k 28.59

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Wealth Enhancement Advisory Services

Top funds holding Fortrea Hldgs

BlackRock
Vanguard Group
Goldman Sachs Group
Corvex Management
State Street Corporation
Sessa Capital IM
AQR Capital Management
FMR
Morgan Stanley
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Park West Asset Management
Geode Capital Management
Nuveen
Beck Mack & Oliver

View all funds holding Fortrea Hldgs