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RGT Wealth Advisors, LLC

SEC CIK
0001689872
Latest filing
Nov 8, 2022

PBT holding history

Permian Basin Royalty Trust in every 13F filed by RGT Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PBT overviewAll 13F holders of PBTFull Q3 2022 holdings

Shares (Q3 2022)
210,745
Value
$3.44M
% of portfolio
0.5%
Quarters held
3
Since Q1 2022
Holdings of PBT by RGT Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2022210,745$3.44M0.5%00.0%UnchangedHolders
Q2 2022210,745$3.49M0.6%00.0%UnchangedHolders
Q1 2022210,745$2.62M0.4%+210,745NewHolders