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Wells Fargo Advantage Utils shares owned by Institute For Wealth Management

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

Historical chart of Institute For 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 Institute For 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 Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.8k 562 12.09

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Top funds holding Wells Fargo Advantage Utils

Morgan Stanley
1607 Capital Partners
Zimmer Partners
Cohen & Steers Capital Management
Blue Bell Private Wealth Management
Shaker Financial Services
LPL Financial
Cetera Investment Advisers
Level Four Advisory Services
Integrated Wealth Concepts
Cambridge Investment Research Advisors
Stifel Financial
Advisor Group Holdings
Decision Investments
UBS Group

View all funds holding Wells Fargo Advantage Utils