LVW Advisors »

Essential Utils shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Essential Utils

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essential Utils by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 7.0k 37.05
2023-12-31 $262k 7.0k 37.35

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW 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