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Powershares Etf Trust kbw bk port shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Powershares Etf Trust kbw bk port

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All positions including Powershares Etf Trust kbw bk port held by Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $686k 11k 65.35
2024-09-30 $606k 10k 58.61
2023-12-31 $227k 4.6k 49.19
2023-09-30 $254k 6.3k 40.07

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Applovin Corp Com Cl A (APP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Robertson Stephens Wealth Management

Top funds holding Powershares Etf Trust kbw bk port

Bank of America Corporation
Clal Insurance Enterprises Holdings
Fisher Investments
Migdal Insurance & Financial Holdings
Wharton Business Group
Congress Wealth Management LLC / DE /
Citigroup
Morgan Stanley
Fiduciary Trust Company
Harel Insurance Investments & Financial Services
Goldman Sachs Group
Royal Bank of Canada
Horizon Investments
Wells Fargo & Company
LPL Financial

View all funds holding Powershares Etf Trust kbw bk port