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RBB shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $450k 16k 27.82
2023-09-30 $423k 16k 26.16
2022-06-30 $35k 1.5k 23.33
2022-03-31 $44k 1.5k 29.33

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding RBB

Motley Fool Wealth Management
Financial Gravity Wealth
Jane Street
Caprock
Commonwealth Equity Services
Creative Planning
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
HB Wealth Management

View all funds holding RBB