Stratos Wealth Advisors »

RBB shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Stratos Wealth Advisors 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 40k 44.05
2023-12-31 $2.0M 43k 45.08
2023-09-30 $1.9M 45k 42.87
2023-06-30 $2.0M 44k 45.53

More positions owned by Stratos Wealth Advisors

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)

View all positions for Stratos Wealth Advisors

Top funds holding RBB

Financeware
Altfest L J & Co
Valtinson Bruner Financial Planning
Foguth Wealth Management
Signal Advisors Wealth
LPL Financial
Jane Street
Commonwealth Equity Services
Empirical Asset Management
AE Wealth Management
Janney Montgomery Scott
Thoroughbred Financial Services
Stratos Wealth Advisors
UBS Group
Wealthcare Advisory Partners

View all funds holding RBB