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RBB shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 139k 50.03

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

Top funds holding RBB

LPL Financial
Stifel Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
Revolve Wealth Partners
Commonwealth Equity Services
Putnam Fl Investment Management
Lido Advisors
Private Advisor
Wealthquest
HighTower Advisors
Strait & Sound Wealth Management
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
Fortis Group Advisors

View all funds holding RBB