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Rbb Fund Trust shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Rbb Fund Trust

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All positions including Rbb Fund Trust held by Comprehensive 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1k 24 46.13
2025-06-30 $1.0k 24 42.08
2025-03-31 $934 24 38.96

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Top funds holding Rbb Fund Trust

LPL Financial
Nkcfo
Stifel Financial
Royal Bank of Canada
Raymond James Financial
Berger Financial Group
Sagespring Wealth Partners
Janney Montgomery Scott
Goss Wealth Management
Redhawk Wealth Advisors
Lokken Investment Group
Continuum Advisory
Kestra Advisory Services
LexAurum Advisors
Davenport & Co

View all funds holding Rbb Fund Trust