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Rockwell Automation shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $266k 967 275.28

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for BKD Wealth Advisors

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Alecta Pensionsforsakring, Omsesidigt
Invesco
Investec Asset Management
Jpmorgan Chase & Co
Sumitomo Mitsui Trust Holdings

View all funds holding Rockwell Automation