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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
2024-03-31 $477k 9.5k 50.03
2023-12-31 $511k 10k 49.86
2023-09-30 $235k 4.7k 50.07

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View all positions for Kingswood Wealth Advisors

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