Institutional Ownership Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,538
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 72.34%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,659
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,643
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
680
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
626
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
32
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|