Waverly Advisors, LLC - POWERSHARES ETF TRUST ownership

POWERSHARES ETF TRUST's ticker is PHO and the CUSIP is 73935X575. A total of 2 filers reported holding POWERSHARES ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of POWERSHARES ETF TRUST
ValueSharesWeighting
Q4 2014$57,000
+5.6%
2,2000.0%0.03%0.0%
Q3 2014$54,000
-6.9%
2,2000.0%0.03%
+20.8%
Q2 2014$58,0002,2000.02%
Other shareholders
POWERSHARES ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Trident Investment Management, LLC 42,301$932,0003.87%
COLUMBIA CAPITAL LLC 162,304$3,577,0003.69%
Highmount Capital, LLC 459,199$10,121,0002.66%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 207,629$4,574,0001.76%
WEATHERLY ASSET MANAGEMENT L. P. 79,608$1,755,0000.97%
Dunvegan Associates, Inc. 54,248$1,196,0000.92%
AGRAN LIBBIE 141,382$3,116,0000.90%
NORTHERN CAPITAL MANAGEMENT LLC 54,307$1,197,0000.75%
BTR CAPITAL MANAGEMENT INC 79,250$1,747,0000.54%
TOTH FINANCIAL ADVISORY CORP 49,175$1,084,0000.53%
View complete list of POWERSHARES ETF TRUST shareholders