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RBB shares owned by Foguth Wealth Management

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

Historical chart of Foguth Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 120k 44.50
2024-06-30 $8.5M 195k 43.45
2024-03-31 $6.1M 140k 44.05

More positions owned by Foguth Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Divid Etf (DIVB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr Core Us Aggbd Et (AGG)
RBB Us Treas 5 Yr Nt (UFIV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)

View all positions for Foguth Wealth Management

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
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Foguth Wealth Management
Commonwealth Equity Services
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Kraft, Davis & Associates
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning
Wealthcare Advisory Partners

View all funds holding RBB