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RBB shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 24k 50.06
2024-09-30 $2.1M 43k 50.27
2024-06-30 $2.6M 53k 49.87
2024-03-31 $3.4M 69k 49.96
2023-12-31 $21M 419k 49.94
2023-09-30 $21M 425k 49.90
2023-06-30 $20M 393k 49.92

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 100 Etf (OEF)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Large Cap Max Bu (MAXJ)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding RBB

LPL Financial
Wealthquest
Stifel Financial
Mml Investors Services
49 Wealth Management
Acorn Financial Advisory Services
Susquehanna International
Nations Financial Group
Lido Advisors
Envestnet Asset Management
UBS Group
F/M Investments
Alpine Bank Wealth Management
Raymond James Financial
Commonwealth Equity Services

View all funds holding RBB