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RBB shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of RBB (UFIV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 31k 48.50
2023-12-31 $870k 18k 49.21

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding RBB

Foguth Wealth Management
Signal Advisors Wealth
Thoroughbred Financial Services
H D Vest Advisory Services
Jane Street
Commonwealth Equity Services
Revolve Wealth Partners
DHJJ Financial Advisors
Morgan Stanley
UBS Group

View all funds holding RBB