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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WTRG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 87.8K | — | — |
| Q2 2026 | $3.4M | 96.7K | — | — |
| Q1 2026 | $3.6M | 88.0K | — | — |
| Q4 2025 | $3.4M | 88.8K | — | — |
| Q3 2025 | $3.7M | 91.3K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M
$159.1M