Selective Wealth Management, Inc. - WELLS FARGO UTILITIES AND HI ownership

WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 26 filers reported holding WELLS FARGO UTILITIES AND HI in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q3 2022$5,000
-16.7%
4750.0%0.00%0.0%
Q2 2022$6,000
-14.3%
4750.0%0.00%
-33.3%
Q1 2022$7,0000.0%4750.0%0.00%0.0%
Q4 2021$7,000
+16.7%
4750.0%0.00%0.0%
Q3 2021$6,000
-14.3%
4750.0%0.00%
-50.0%
Q2 2021$7,000
+16.7%
4750.0%0.01%
+20.0%
Q1 2021$6,0000.0%4750.0%0.01%
+25.0%
Q4 2020$6,0000.0%4750.0%0.00%
-20.0%
Q3 2020$6,0000.0%4750.0%0.01%0.0%
Q2 2020$6,000
+20.0%
4750.0%0.01%
-37.5%
Q1 2020$5,000
-54.5%
475
-47.2%
0.01%
-93.9%
Q3 2018$11,0009000.13%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q4 2020
NameSharesValueWeighting ↓
Bridge Advisory, LLC 202,888$2,842,0001.24%
PSI Advisors, LLC 9,158$128,0000.05%
CITY HOLDING CO 4,117$58,0000.01%
Cetera Advisors LLC 25,700$360,0000.01%
FNY Investment Advisers, LLC 400$5,0000.01%
Lee Financial Co 1,064$15,0000.00%
Selective Wealth Management, Inc. 475$7,0000.00%
Cetera Advisor Networks LLC 19,366$271,0000.00%
WOLVERINE ASSET MANAGEMENT LLC 15,827$221,0000.00%
Prospera Financial Services Inc 2,000$28,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders