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RBB shares owned by Clear Point Advisors

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 588 50.06
2023-12-31 $29k 581 49.83

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding RBB

LPL Financial
Morgan Stanley
Stifel Financial
Oxbow Advisors
Renaissance Technologies
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mml Investors Services
Cetera Investment Advisers
Revolve Wealth Partners
Central Trust & Investment
Gries Financial
Commonwealth Equity Services
Lido Advisors
Private Advisor

View all funds holding RBB