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RBB shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.1M 122k 50.02
2024-03-31 $7.0M 139k 50.03

More positions owned by Valtinson Bruner Financial Planning

RBB Us Treas 20yr Bd (UTWY)
RBB Us Treas 30yr Bd (UTHY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treasr 10 Yr (UTEN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for Valtinson Bruner Financial Planning

Top funds holding RBB

LPL Financial
Morgan Stanley
Oxbow Advisors
Stifel Financial
Renaissance Technologies
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Mml Investors Services
Cetera Investment Advisers
Private Advisor
Revolve Wealth Partners
Lido Advisors
B & T Capital Management DBA Alpha Capital Management

View all funds holding RBB