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Powershares Etf Trust kbw bk port shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $844k 14k 58.61
2024-06-30 $770k 14k 53.50
2024-03-31 $600k 11k 53.66
2023-12-31 $520k 11k 49.19
2023-09-30 $428k 11k 40.07
2023-06-30 $434k 11k 41.05
2023-03-31 $422k 10k 41.97

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Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Powershares Etf Trust kbw bk port

Bank of America Corporation
Fisher Investments
Wharton Business Group
Jpmorgan Chase & Co
Congress Wealth Management LLC / DE /
Goldman Sachs Group
Morgan Stanley
Bank of New York Mellon
Royal Bank of Canada
Ledyard National Bank
Wells Fargo & Company
SOL Capital Management
Clal Insurance Enterprises Holdings
LPL Financial
Hallmark Capital Management

View all funds holding Powershares Etf Trust kbw bk port