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RBB shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 35k 44.22
2025-06-30 $3.8M 87k 43.90
2025-03-31 $3.7M 85k 43.91
2024-12-31 $1.7M 39k 42.58
2024-09-30 $361k 7.9k 45.45
2024-06-30 $246k 5.7k 43.45

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding RBB

Altfest L J & Co
Equitable Holdings
Financeware
Morgan Stanley
LPL Financial
MidWestOne Financial Group
Empirical Asset Management
Foguth Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Farther Finance Advisors
Apollon Wealth Management
Jane Street
Goss Wealth Management
UBS Group

View all funds holding RBB