MAI Wealth Advisors »

RBC SPX due 11/24/2025 shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of RBC SPX due 11/24/2025 shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in RBC SPX due 11/24/2025

Tip: Access up to 7 years of quarterly data

All positions including RBC SPX due 11/24/2025 held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBC SPX due 11/24/2025 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 3.4M 1.10
2023-09-30 $3.6M 3.5M 1.01
2023-06-30 $3.6M 3.5M 1.03

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding RBC SPX due 11/24/2025

MAI Wealth Advisors

View all funds holding RBC SPX due 11/24/2025