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 26,419$1,056,0000.75%
Cherry Creek Investment Advisors, Inc. 25,959$1,038,0000.68%
Capital Advisory Group Advisory Services, LLC 36,982$1,479,0000.54%
TIEMANN INVESTMENT ADVISORS, LLC 20,755$830,0000.39%
Advisory Services Network, LLC 121,213$4,847,0000.15%
StoneX Group Inc. 18,627$745,0000.11%
Private Advisor Group, LLC 287,370$11,492,0000.10%
FLOW TRADERS U.S. LLC 34,238$1,369,0000.07%
Western Wealth Management, LLC 14,171$567,0000.06%
CALTON & ASSOCIATES, INC. 6,769$271,0000.05%
View complete list of RBB FD INC shareholders