Steward Partners Investment Advisory »

RBB shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of RBB (UTEN) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in RBB

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 2929k29.5k30k30.5k31k679679.5680680.5681
Value ($)Share countHistorical UTEN position of Steward Partners Investment … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $29k 680 42.58
2024-09-30 $31k 680 45.45

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)

View all positions for Steward Partners Investment Advisory

Top funds holding RBB

Equitable Holdings
Financeware
Altfest L J & Co
Foguth Wealth Management
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Signal Advisors Wealth
F/M Investments
Empirical Asset Management
AE Wealth Management
Kraft, Davis & Associates
Goss Wealth Management
UBS Group
Citadel Advisors

View all funds holding RBB