Altfest L J & Co »

RBB shares owned by Altfest L J & Co

Quarter-by-quarter ownership of RBB (UTEN) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 226k 44.05
2023-12-31 $8.1M 179k 45.08
2023-09-30 $9.5M 221k 42.87
2023-06-30 $9.8M 215k 45.53
2023-03-31 $9.8M 209k 46.86

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

Top funds holding RBB

Financeware
Lido Advisors
Altfest L J & Co
Valtinson Bruner Financial Planning
National Asset Management
Signal Advisors Wealth
Foguth Wealth Management
LPL Financial
Commonwealth Equity Services
Empirical Asset Management
Janney Montgomery Scott
Thoroughbred Financial Services
Stratos Wealth Advisors
Jane Street
Wealthcare Advisory Partners

View all funds holding RBB