Back to AWR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AWR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AWR Position History
American States Water Company • Utilities
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 38.8K | — | — |
| Q2 2026 | $2.8M | 37.9K | — | — |
| Q1 2026 | $1.8M | 23.0K | — | — |
| Q4 2025 | $1.6M | 21.8K | — | — |
| Q3 2025 | $1.3M | 18.4K | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M