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 23 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 172,974$2,332,0001.15%
PSI Advisors, LLC 9,490$128,0000.06%
Addison Advisors LLC 2,106$28,0000.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11,400$154,0000.01%
CITY HOLDING CO 4,117$55,0000.01%
Cetera Advisors LLC 22,700$306,0000.01%
Cetera Advisor Networks LLC 21,436$289,0000.00%
Lee Financial Co 1,064$14,0000.00%
Selective Wealth Management, Inc. 475$6,0000.00%
OSAIC HOLDINGS, INC. 42,404$572,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders