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Capital Bancorp shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Capital Bancorp (CBNK) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Capital Bancorp held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Bancorp by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 10k 20.83
2023-12-31 $250k 10k 24.20
2023-09-30 $198k 10k 19.13

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Capital Bancorp

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Pacific Ridge Capital Partners
Sandler O'Neill Asset Management
Ballast Asset Management
Elizabeth Park Capital Advisors
WEDGE Capital Management L
Russell Investments
Bank of New York Mellon
Kennedy Capital Management
Goldman Sachs Group
FJ Capital Management
Millennium Management
Charles Schwab Investment Management

View all funds holding Capital Bancorp