Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US TREASR 10 YR
-
Total 13F shares
-
2,363,906
-
Share change
-
+1,665,880
-
Total reported value
-
$106,551,888
-
Price per share
-
$45.08
-
Number of holders
-
23
-
Value change
-
+$75,379,928
-
Number of buys
-
13
-
Number of sells
-
11
Institutional Holders of RBB FD INC - US TREASR 10 YR (UTEN) as of Q4 2023
As of 31 Dec 2023,
RBB FD INC - US TREASR 10 YR (UTEN) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,363,906 shares.
The largest 10 holders included
WEALTHCARE CAPITAL MANAGEMENT LLC, F/M Investments LLC, Lido Advisors, LLC, ALTFEST L J & CO INC, B. Riley Wealth Advisors, Inc., LPL Financial LLC, Signal Advisors Wealth, LLC, THOROUGHBRED FINANCIAL SERVICES, LLC, Empirical Asset Management, LLC, and Stratos Wealth Advisors, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.