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Green Ridge Wealth Planning LLC → FRBP

Green Ridge Wealth Planning LLC FRBP Position History

FRBP

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.6M
Q1 2026$3.5M
Q2 2026$4.6M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M76.5K——
Q2 2026$4.6M70.1K——
Q1 2026$3.5M74.9K——
Q4 2025$3.6M70.8K——

Other funds holding FRBP

Other Green Ridge Wealth Planning LLC positions

QQQ

INVESCO QQQ TR

$29.1M
QQQ

INVESCO QQQ TR

$28.1M
QQQ

INVESCO QQQ TR

$22.4M
QQQ

INVESCO QQQ TR

$21.3M
VGES

VANGUARD TAX-MANAGED FDS

$20.2M
VGES

VANGUARD TAX-MANAGED FDS

$19.4M
IVZ

INVESCO EXCH TRADED FD TR II

$18M
IVZ

INVESCO EXCH TRADED FD TR II

$17.8M