Essential Utils shares owned by True Wealth Design
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Essential Utils by True Wealth Design
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $371 | 10 | 37.10 |
2023-12-31 | $9.2k | 247 | 37.35 |
2023-09-30 | $205 | 6 | 34.33 |
2023-06-30 | $240 | 6 | 40.00 |
2023-03-31 | $262 | 6 | 43.67 |
2022-12-31 | $286 | 6 | 47.67 |