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Powershares Etf Trust kbw bk port shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 500 58.61

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

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