Gladstone Institutional Advisory »

RBB shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $780k 16k 49.86
2023-09-30 $713k 14k 50.07
2023-06-30 $713k 14k 50.10
2023-03-31 $643k 13k 50.08

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding RBB

Stifel Financial
HighTower Advisors
Wealth Enhancement Advisory Services
Wealthquest
Revolve Wealth Partners
Putnam Fl Investment Management
Lido Advisors
Private Advisor
Janney Montgomery Scott
Commonwealth Equity Services
Benjamin F. Edwards & Company
Cambridge Investment Research Advisors
Global Assets Advisory
Oxbow Advisors
Moloney Securities Asset Management

View all funds holding RBB