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RBB shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 13k 50.00
2025-06-30 $214k 4.3k 50.00

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal Wealth Advisors

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB