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Wells Fargo Advantage Utils shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Wells Fargo Advantage Utils

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo Advantage Utils by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $143k 12k 12.38
2025-06-30 $119k 10k 11.55
2025-03-31 $113k 10k 11.02
2024-12-31 $110k 10k 10.72

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View all positions for Integrated Wealth Concepts

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