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RBB shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $33M 667k 50.02
2024-03-31 $33M 663k 50.03
2023-12-31 $230k 4.6k 49.86

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding RBB

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

View all funds holding RBB