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Rbb Fd Inc mfam smlcp grwth shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Rbb Fd Inc mfam smlcp grwth (TMFS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Rbb Fd Inc mfam smlcp grwth

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001266.585k266.5855k266.586k266.5865k266.587k75337,533.575347,534.57535
Value ($)Share countHistorical TMFS position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

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All positions including Rbb Fd Inc mfam smlcp grwth held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fd Inc mfam smlcp grwth by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $267k 7.5k 35.38

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Atria Wealth Solutions

Top funds holding Rbb Fd Inc mfam smlcp grwth

Gts Securities
Raymond James Financial
Raymond James Financial Services Advisors
Davenport & Co
Cambridge Investment Research Advisors
LPL Financial
Citadel Advisors
Fortitude Advisory Group
Creative Planning
Atria Wealth Solutions
Commonwealth Equity Services
Tiemann Investment Advisors
IFP Advisors
Morgan Stanley
Pnc Financial Services

View all funds holding Rbb Fd Inc mfam smlcp grwth