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Powershares Etf Trust kbw bk port shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Powershares Etf Trust kbw bk port

Tip: Access up to 7 years of quarterly data

All positions including Powershares Etf Trust kbw bk port held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Etf Trust kbw bk port by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $581k 12k 49.19
2023-09-30 $2.0M 49k 40.07
2023-06-30 $2.0M 48k 41.05
2023-03-31 $937k 22k 41.97
2022-12-31 $439k 8.5k 51.62
2022-09-30 $1.4M 29k 49.11
2022-06-30 $1.6M 32k 51.76
2022-03-31 $2.1M 33k 63.73

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Powershares Etf Trust kbw bk port

Bank of America Corporation
Fisher Investments
Wharton Business Group
Bnp Paribas Arbitrage, Snc
Barclays
Citadel Advisors
Rockefeller Capital Management
Goldman Sachs Group
Royal Bank of Canada
WP Advisors
SOL Capital Management
Ledyard National Bank
Wells Fargo & Company
Clal Insurance Enterprises Holdings
Congress Wealth Management LLC / DE /

View all funds holding Powershares Etf Trust kbw bk port