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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

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Quarterly reported holdings in RBB by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 203k 50.03

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding RBB

LPL Financial
Stifel Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
Revolve Wealth Partners
Commonwealth Equity Services
Putnam Fl Investment Management
Lido Advisors
Private Advisor
Wealthquest
HighTower Advisors
Strait & Sound Wealth Management
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
Fortis Group Advisors

View all funds holding RBB