Back to FTRE
True Wealth Design, LLC → FTRE
True Wealth Design, LLC FTRE Position History
Fortrea Holdings Inc. • Healthcare
Quarters held
5
Latest value
$30K
Q3 2026
Peak value
$30K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q4 2025 | $26K |
| Q1 2026 | $14K |
| Q2 2026 | $26K |
| Q3 2026 | $30K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30K | 1.5K | — | — |
| Q2 2026 | $26K | 1.5K | — | — |
| Q1 2026 | $14K | 1.5K | — | — |
| Q4 2025 | $26K | 1.5K | — | — |
| Q3 2025 | $12K | 1.5K | — | — |
Other funds holding FTRE
$299.9M
$265.1M
$212.8M
$195.7M
$186.7M
$168M
$144.1M