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Rbb Fund Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.0M 53k 37.58

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Progressive Corporation (PGR)

View all positions for Aurum Wealth Management Group

Top funds holding Rbb Fund Trust

Wealth Enhancement Advisory Services
Raymond James Financial
Mesirow Financial Investment Management International Equity
Royal Bank of Canada
Advisor Group Holdings
Advance Capital Management
Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Wiley Bros.-aintree Capital
Kingsview Wealth Management
MN Wealth Advisors
Stephens
D.A. Davidson & Co.
Integrated Wealth Concepts

View all funds holding Rbb Fund Trust