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Wells Fargo Advantage Utils shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private 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 Blue Bell Private 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 27k 11.16
2024-06-30 $4.6k 471 9.82

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Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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