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RBB shares owned by AE Wealth Management

Quarter-by-quarter ownership of RBB (UTEN) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 56k 45.45
2024-06-30 $2.3M 53k 43.45
2024-03-31 $2.2M 50k 44.05
2023-12-31 $702k 16k 44.30

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
Financeware
LPL Financial
Signal Advisors Wealth
Foguth Wealth Management
Commonwealth Equity Services
F/M Investments
Empirical Asset Management
AE Wealth Management
Kraft, Davis & Associates
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning
Wealthcare Advisory Partners

View all funds holding RBB