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Rbb Fund Trust shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Rbb Fund Trust (FEOE) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Rbb Fund Trust

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All positions including Rbb Fund Trust held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $134k 2.7k 50.46

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View all positions for Center for Financial Planning

Top funds holding Rbb Fund Trust

LPL Financial
Stifel Financial
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Raymond James Financial
Bank of America Corporation
Great Valley Advisor Group
Goss Wealth Management
Janney Montgomery Scott
Nkcfo
Cetera Investment Advisers
Tanglewood Wealth Management
Berger Financial Group
Commonwealth Equity Services
HighTower Advisors

View all funds holding Rbb Fund Trust