Arete Wealth Advisors »

Wells Fargo Advantage Utils shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Wells Fargo Advantage Utils

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo Advantage Utils by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $169k 15k 11.12

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Wells Fargo Advantage Utils

1607 Capital Partners
Morgan Stanley
Saba Capital Management
Wolverine Asset Management
Robinson Capital Management
Logan Stone Capital
Landscape Capital Management
Principal Securities
Blue Bell Private Wealth Management
Stifel Financial
Cornerstone Advisors
LPL Financial
Innova Wealth Partners
Arlington Capital Management
Arete Wealth Advisors

View all funds holding Wells Fargo Advantage Utils