Foguth Wealth Management »

RBB shares owned by Foguth Wealth Management

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Foguth Wealth Management from 13F filings

Historical chart of Foguth Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $808k 16k 49.89
2024-06-30 $796k 16k 50.02
2024-03-31 $825k 17k 50.03

More positions owned by Foguth Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Divid Etf (DIVB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr Core Us Aggbd Et (AGG)
RBB Us Treas 5 Yr Nt (UFIV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)

View all positions for Foguth Wealth Management

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