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RBB shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 63k 50.04
2024-06-30 $1.8M 37k 50.02

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At&t (T)

View all positions for WMG Financial Advisors

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