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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
2024-03-31 $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)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding RBB

Wealthquest
Stifel Financial
Stratos Wealth Advisors
Janney Montgomery Scott
Amplius Wealth Advisors
F/M Investments
Commonwealth Equity Services
UBS Group
BBK Capital Partners
Kraft, Davis & Associates
Comprehensive Portfolio Management
Acorn Financial Advisory Services
First Heartland Consultants
Kestra Advisory Services
Jane Street

View all funds holding RBB