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Essential Utils shares owned by Independence Advisors

Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Independence Advisors from 13F filings

Historical chart of Independence Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

All positions including Essential Utils held by Independence Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Utils by Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.4M 35k 40.26
2020-06-30 $1.5M 35k 42.23
2020-03-31 $1.4M 35k 40.69

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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
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View all positions for Independence Advisors

Top funds holding Essential Utils

BlackRock
Vanguard Group
T. Rowe Price Investment Management
Amundi
Pictet Asset Management Holding SA
FMR
Geode Capital Management
Legal & General Group
Nordea Investment Management Ab
Morgan Stanley
Duff & Phelps Investment Management
Northern Trust
Bank of New York Mellon
Tandem Investment Advisors
First Trust Advisors

View all funds holding Essential Utils