Avior Wealth Management, LLC - RBB FD INC ownership

RBB FD INC's ticker is MFMS and the CUSIP is 74933W874. A total of 22 filers reported holding RBB FD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of RBB FD INC
ValueSharesWeighting
Q3 2023$11,149
-3.0%
4000.0%0.00%0.0%
Q2 2023$11,492
+7.6%
4000.0%0.00%0.0%
Q1 2023$10,676
+9.2%
4000.0%0.00%0.0%
Q4 2022$9,779
+8.7%
4000.0%0.00%0.0%
Q3 2022$9,0000.0%4000.0%0.00%0.0%
Q2 2022$9,000
-25.0%
4000.0%0.00%0.0%
Q1 2022$12,000
-14.3%
4000.0%0.00%0.0%
Q4 2021$14,000
-6.7%
4000.0%0.00%0.0%
Q3 2021$15,0000.0%4000.0%0.00%
-50.0%
Q2 2021$15,0000.0%4000.0%0.00%0.0%
Q1 2021$15,000
-40.0%
400
-40.3%
0.00%
-33.3%
Q4 2020$25,000
+25.0%
6700.0%0.00%0.0%
Q3 2020$20,000
+5.3%
6700.0%0.00%0.0%
Q2 2020$19,000
+46.2%
6700.0%0.00%0.0%
Q1 2020$13,000
-23.5%
6700.0%0.00%0.0%
Q4 2019$17,000
+13.3%
6700.0%0.00%0.0%
Q3 2019$15,000
-6.2%
6700.0%0.00%0.0%
Q2 2019$16,000
+6.7%
6700.0%0.00%0.0%
Q1 2019$15,000
+25.0%
6700.0%0.00%0.0%
Q4 2018$12,0006700.00%
Other shareholders
RBB FD INC shareholders Q3 2023
NameSharesValueWeighting ↓
CALIBER WEALTH MANAGEMENT, LLC 45,039$1,735,0001.70%
TIEMANN INVESTMENT ADVISORS, LLC 17,005$655,0000.35%
Fulcrum Equity Management 8,806$339,0000.14%
Advisory Services Network, LLC 84,797$3,267,0000.13%
Capital Advisory Group Advisory Services, LLC 7,726$298,0000.12%
StoneX Group Inc. 12,157$468,0000.10%
Western Wealth Management, LLC 12,800$493,0000.07%
CALTON & ASSOCIATES, INC. 7,470$288,0000.05%
Cambridge Investment Research Advisors, Inc. 85,425$3,291,0000.02%
Lowe Wealth Advisors, LLC 667$26,0000.01%
View complete list of RBB FD INC shareholders