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RBB shares owned by Acorn Financial Advisory Services

Quarter-by-quarter ownership of RBB (UTEN) shares owned by Acorn Financial Advisory Services from 13F filings

Historical chart of Acorn Financial Advisory Services investment in RBB

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All positions including RBB held by Acorn Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $894k 20k 45.45
2024-06-30 $759k 18k 43.45
2024-03-31 $742k 17k 44.05
2023-12-31 $627k 14k 45.08

More positions owned by Acorn Financial Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
RBB Us Trsry 6 Mnth (XBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microstrategy Cl A New (MSTR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Acorn Financial Advisory Services

Top funds holding RBB

Equitable Holdings
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Commonwealth Equity Services
F/M Investments
Empirical Asset Management
AE Wealth Management
National Asset Management
Kraft, Davis & Associates
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning

View all funds holding RBB