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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → AWR
PENSION & WEALTH MANAGEMENT ADVISORS, INC. AWR Position History
American States Water Company • Utilities
Quarters held
7
Latest value
$50K
Q3 2026
Peak value
$74K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $74K |
| Q2 2025 | $62K |
| Q3 2025 | $59K |
| Q4 2025 | $58K |
| Q1 2026 | $46K |
| Q2 2026 | $50K |
| Q3 2026 | $50K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50K | 604 | — | — |
| Q2 2026 | $50K | 604 | — | — |
| Q1 2026 | $46K | 604 | — | — |
| Q4 2025 | $58K | 804 | — | — |
| Q3 2025 | $59K | 804 | — | — |
| Q2 2025 | $62K | 804 | — | — |
| Q1 2025 | $74K | 946 | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF