Fortis Group Advisors »

RBB shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 262k 50.04
2024-06-30 $13M 260k 50.02
2024-03-31 $10M 203k 50.03

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Utilities MF Closed and MF Open (XLU)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Gold Tr Ishares New (IAU)
RBB Us Treas 3 Mnth (TBIL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares 20 MF Closed and MF Open (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group Advisors

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