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SPDR Barclays Capital Aggregate Bo shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 553k 26.21
2024-06-30 $15M 608k 24.86
2024-03-31 $16M 627k 25.28
2023-12-31 $16M 636k 25.64
2023-09-30 $16M 671k 24.34
2023-06-30 $13M 503k 25.37
2023-03-31 $13M 490k 25.79

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
HPM Partners
RiverFront Investment Group
State Street Corporation
Wealth Enhancement Advisory Services
Gradient Investments
Advisor Group Holdings
Private Advisor
Syon Capital
Huntington Asset Advisors
Tobias Financial Advisors
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Aggregate Bo