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Essential Utils shares owned by Secure Asset Management

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 37k 37.05
2023-12-31 $1.3M 35k 37.35

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Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
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Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Meta Platforms Cl A (META)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Secure Asset Management

Top funds holding Essential Utils

BlackRock
Vanguard Group
T. Rowe Price Investment Management
Amundi
Pictet Asset Management Holding SA
FMR
Geode Capital Management
Legal & General Group
Nordea Investment Management Ab
Morgan Stanley
Duff & Phelps Investment Management
Northern Trust
Bank of New York Mellon
Tandem Investment Advisors
First Trust Advisors

View all funds holding Essential Utils