Worth Asset 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
Worth Asset Management, LLC ownership history of RBB FD INC
ValueSharesWeighting
Q2 2023$115
+7.5%
40.0%0.00%
Q1 2023$107
+9.2%
40.0%0.00%
Q4 2022$9840.0%0.00%
Q3 2022$040.0%0.00%
Q2 2022$040.0%0.00%
Q1 2022$040.00%
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