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RBB shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 114k 49.96
2023-09-30 $5.0M 100k 49.90
2023-06-30 $4.5M 90k 49.93

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding RBB

Wealthquest
LPL Financial
Stifel Financial
Envestnet Asset Management
Stratos Wealth Advisors
Acorn Financial Advisory Services
Janney Montgomery Scott
Amplius Wealth Advisors
F/M Investments
BBK Capital Partners
Susquehanna International
Commonwealth Equity Services
Kraft, Davis & Associates
Comprehensive Portfolio Management
Jane Street

View all funds holding RBB