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RBB shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $899k 20k 45.45
2024-06-30 $909k 21k 43.45
2024-03-31 $846k 19k 44.05
2023-12-31 $1.0M 22k 45.08

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
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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