Wealthsource Partners »

RBB shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 93k 49.86
2023-09-30 $2.5M 51k 50.07

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding RBB

LPL Financial
Renaissance Technologies
Oxbow Advisors
Stifel Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Mml Investors Services
Private Advisor
Cetera Investment Advisers
Revolve Wealth Partners
Central Trust & Investment
UBS Group
Strait & Sound Wealth Management

View all funds holding RBB