VisionPoint Advisory Group »

RBB shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of RBB (TBIL) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 37k 49.86
2023-09-30 $1.7M 35k 50.07
2023-06-30 $1.1M 22k 50.10
2023-03-31 $725k 15k 49.91

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

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