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RBB shares owned by Financial Guidance Group

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Financial Guidance Group from 13F filings

Historical chart of Financial Guidance Group investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Financial Guidance Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Financial Guidance Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $455k 9.1k 50.04
2024-06-30 $493k 9.9k 50.02
2024-03-31 $493k 9.9k 50.03
2023-12-31 $499k 10k 49.86
2023-09-30 $501k 10k 50.07

More positions owned by Financial Guidance Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr Energy (XLE)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr S&p Kensho New (KOMP)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Financial Guidance Group

Top funds holding RBB

LPL Financial
Morgan Stanley
Renaissance Technologies
Oxbow Advisors
Stifel Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Cetera Investment Advisers
Mml Investors Services
Private Advisor
Revolve Wealth Partners
Lido Advisors
B & T Capital Management DBA Alpha Capital Management

View all funds holding RBB