Essential Utils shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352k | 9.1k | 38.57 |
| 2024-06-30 | $344k | 9.2k | 37.33 |
| 2024-03-31 | $340k | 9.2k | 37.05 |
| 2023-12-31 | $340k | 9.1k | 37.35 |
| 2023-09-30 | $312k | 9.1k | 34.33 |
| 2023-06-30 | $362k | 9.1k | 39.91 |
| 2023-03-31 | $396k | 9.1k | 43.65 |
| 2022-12-31 | $434k | 9.1k | 47.73 |
| 2022-09-30 | $376k | 9.1k | 41.43 |
| 2022-06-30 | $416k | 9.1k | 45.86 |
| 2022-03-31 | $464k | 9.1k | 51.15 |
| 2021-12-31 | $487k | 9.1k | 53.68 |
| 2021-09-30 | $419k | 9.1k | 46.12 |
| 2021-06-30 | $349k | 7.6k | 45.70 |
| 2021-03-31 | $341k | 7.6k | 44.71 |
More positions owned by Aurum Wealth Management Group
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