49 Wealth Management »

RBB shares owned by 49 Wealth Management

Quarter-by-quarter ownership of RBB (OBIL) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 216k 50.27
2024-06-30 $8.7M 175k 49.67

More positions owned by 49 Wealth Management

Opal Dividend Income Etf Opal Divd Incm E (DIVZ)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)
Spdr Portfolio S&p 600 Small Cap Etf Portfolio S&p600 (SPSM)
Vanguard Value Etf Value Etf (VTV)
Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Long Term Treasury Etf Long Term Treas (VGLT)
Invsc Actvly Mng Optm Yd Dvrs Etf Optimum Yield (PDBC)
Invsc Bulletshares 2027 Crp Bnd Etf Bulshs 2027 Cb (BSCR)
Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

View all positions for 49 Wealth Management

Top funds holding RBB

LPL Financial
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49 Wealth Management
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Nations Financial Group
Equitable Holdings
F/M Investments
Alpine Bank Wealth Management
Commonwealth Equity Services
Janney Montgomery Scott
Amplius Wealth Advisors
BBK Capital Partners
Envestnet Asset Management

View all funds holding RBB