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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
2024-09-30 $30k 604 50.04
2024-03-31 $29k 588 50.06
2023-12-31 $29k 581 49.83

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding RBB

LPL Financial
Morgan Stanley
Oxbow Advisors
Renaissance Technologies
Raymond James Financial
Stifel Financial
Independent Advisor Alliance
Raymond James Financial Services Advisors
Envestnet Asset Management
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Private Advisor
Mml Investors Services
Obermeyer Asset Management
Lido Advisors

View all funds holding RBB