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Wells Fargo Advantage Utils shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Wells Fargo Advantage Utils (ERH) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Wells Fargo Advantage Utils

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Advantage Utils held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Advantage Utils by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 256k 9.21
2023-09-30 $613k 70k 8.74

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View all positions for Axxcess Wealth Management

Top funds holding Wells Fargo Advantage Utils

Axxcess Wealth Management
Cornerstone Advisors
Wolverine Asset Management
Principal Securities
Robinson Capital Management
Saba Capital Management
Landscape Capital Management
Stifel Financial
Arlington Capital Management
Logan Stone Capital
HighTower Advisors
UBS Group
Advisor Group Holdings
Nations Financial Group
City Holding

View all funds holding Wells Fargo Advantage Utils