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RBB shares owned by Lido Advisors

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

Historical chart of Lido Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 396k 49.86
2023-09-30 $20M 399k 50.07
2023-06-30 $20M 399k 50.10
2023-03-31 $10M 202k 50.08
2022-12-31 $6.3M 127k 49.86
2022-09-30 $736k 15k 49.93

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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
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Apple Put Option (AAPL)
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Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
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Amazon Put Option (AMZN)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
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View all positions for Lido 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