RBB FD INC's ticker is and the CUSIP is 74933W478. A total of 44 filers reported holding RBB FD INC in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,105,608 | -45.5% | 62,279 | -45.4% | 0.00% | -50.0% |
Q1 2024 | $5,699,452 | +20.3% | 114,080 | +20.2% | 0.00% | 0.0% |
Q4 2023 | $4,737,950 | -4.6% | 94,882 | -4.7% | 0.00% | 0.0% |
Q3 2023 | $4,965,993 | +10.2% | 99,519 | +10.2% | 0.00% | 0.0% |
Q2 2023 | $4,507,151 | – | 90,278 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
49 WEALTH MANAGEMENT, LLC | 175,265 | $8,704,545 | 1.72% |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 98,101 | $4,891,937 | 0.91% |
DENVER WEALTH MANAGEMENT, INC. | 17,743 | $884,774 | 0.44% |
Formidable Asset Management, LLC | 41,715 | $2,080,187 | 0.34% |
Amplius Wealth Advisors, LLC | 52,508 | $2,618,353 | 0.29% |
Curran Financial Partners, LLC | 16,061 | $800,899 | 0.27% |
Private Portfolio Partners LLC | 5,584 | $278,445 | 0.23% |
Spinnaker Investment Group, LLC | 11,710 | $583,932 | 0.16% |
MARINO, STRAM & ASSOCIATES LLC | 7,182 | $358,138 | 0.09% |
First Heartland Consultants, Inc. | 23,697 | $1,182 | 0.08% |