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HB Wealth Management, LLC → FTRE

HB Wealth Management, LLC FTRE Position History

Fortrea Holdings Inc. • Healthcare

Quarters held
2
Latest value
$221K
Q3 2026
Peak value
$221K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$177K
Q3 2026$221K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$221K11.1K——
Q2 2026$177K10.2K——

Other funds holding FTRE

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B