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RBB shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 27k 50.06
2024-09-30 $1.4M 27k 50.27

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares U S Etf Tr Short Duration B (NEAR)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)

View all positions for Gentry Private Wealth

Top funds holding RBB

LPL Financial
Mml Investors Services
Stifel Financial
49 Wealth Management
Nations Financial Group
Equitable Holdings
Envestnet Asset Management
Flow Traders US
Raymond James Financial
Acorn Financial Advisory Services
UBS Group
Alpine Bank Wealth Management
Lido Advisors
Goldman Sachs Group
Retirement Capital Strategies

View all funds holding RBB