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RBB shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.7M 134k 50.07
2023-06-30 $2.1M 41k 50.10

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

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