Essential Utils shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $390k | 10k | 37.33 |
2024-03-31 | $398k | 11k | 37.05 |
2023-12-31 | $398k | 11k | 37.35 |
2023-09-30 | $363k | 11k | 34.33 |
2023-06-30 | $417k | 10k | 39.91 |
2023-03-31 | $472k | 11k | 43.65 |
2022-12-31 | $516k | 11k | 47.73 |
2022-09-30 | $447k | 11k | 41.39 |
2022-06-30 | $495k | 11k | 45.82 |