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RBB shares owned by CWM

Quarter-by-quarter ownership of RBB (TMFG) shares owned by CWM from 13F filings

Historical chart of CWM investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0k 184 32.61
2022-12-31 $196k 8.5k 22.93
2022-09-30 $190k 8.5k 22.23
2022-06-30 $197k 8.5k 23.05
2021-12-31 $274k 8.5k 32.05

More positions owned by CWM

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding RBB

Motley Fool Wealth Management
Financial Gravity Wealth
Jane Street
Caprock
Creative Planning
Commonwealth Equity Services
Lakeview Capital Partners
Wedmont Private Capital
Advisor Group Holdings
9258 Wealth Management
Captrust Financial Advisors
Arkadios Wealth Advisors
Pure Financial Advisors
Royal Bank of Canada
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding RBB