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Powershares Dwa Technical Leaders Portfolio dwa momentum shares owned by Heritage Trust

Quarter-by-quarter ownership of Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Powershares Dwa Technical Leaders Portfolio dwa momentum

Tip: Access up to 7 years of quarterly data

All positions including Powershares Dwa Technical Leaders Portfolio dwa momentum held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Dwa Technical Leaders Portfolio dwa momentum by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.1k 98.78
2018-12-31 $106k 2.2k 48.36
2018-09-30 $131k 2.2k 59.76
2018-06-30 $121k 2.2k 55.20

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Jpmorgan Chase & Co Common Stock (JPM)
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Home Depot Common Stock (HD)
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Visa Common Stock (V)
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Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)

View all positions for Heritage Trust

Top funds holding Powershares Dwa Technical Leaders Portfolio dwa momentum

Morgan Stanley
Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
CFG Asset Management
Royal Bank of Canada
Global Assets Advisory
Prospera Financial Services
UBS Group
LPL Financial
Gateway Advisory
Janney Montgomery Scott
Savant Capital Management
Ameriprise Financial

View all funds holding Powershares Dwa Technical Leaders Portfolio dwa momentum