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RBB shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 5.9k 50.04
2024-06-30 $541k 11k 50.02
2024-03-31 $477k 9.5k 50.03
2023-12-31 $511k 10k 49.86
2023-09-30 $235k 4.7k 50.07

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Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth 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