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Wells Fargo Advantage Utils shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wells Fargo Advantage Utils (ERH) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Wells Fargo Advantage Utils

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Advantage Utils held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Advantage Utils by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $248k 22k 11.55
2025-03-31 $232k 21k 11.02

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View all positions for H D Vest Advisory Services

Top funds holding Wells Fargo Advantage Utils

Morgan Stanley
1607 Capital Partners
Zimmer Partners
Cohen & Steers Capital Management
Blue Bell Private Wealth Management
Robinson Capital Management
Cetera Investment Advisers
H D Vest Advisory Services
Level Four Advisory Services
LPL Financial
Cambridge Investment Research Advisors
Integrated Wealth Concepts
Saba Capital Management
UBS Group
ORG Partners

View all funds holding Wells Fargo Advantage Utils