Life Goal Wealth Advisors RBB FUND TRUST Transaction History

Life Goal Wealth Advisors

  • $105 Billion
  • Q2 2025
Number of Shares
146,020
Previous 86,654 68.51%
Holding current value
$5.89 Billion
Previous $3.26 Billion 80.98%
% of portfolio
5.6%
Previous 3.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
59,366 Added 68.51%
146,020 $5.89 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
86,654 New
86,654 $3.26 Billion
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