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Powershares Etf Trust kbw bk port shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth 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 Gratus Wealth 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 Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 5.4k 58.70
2024-06-30 $472k 8.2k 57.58
2024-03-31 $412k 8.2k 50.30
2023-12-31 $403k 8.2k 49.19

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf (IBDP)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth 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