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RBB shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of RBB (UTWY) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 23k 47.84
2024-06-30 $1.0M 23k 45.02

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding RBB

Valtinson Bruner Financial Planning
J.w. Cole Advisors
Jane Street
Citadel Advisors
Morgan Stanley

View all funds holding RBB