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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

EIX holding history

Edison International in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EIX overviewAll 13F holders of EIXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2022
Holdings of EIX by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,419−100.0%Sold outHolders
Q4 20243,419$273.0K0.1%−414−10.8%ReducedHolders
Q3 20243,833$333.8K0.1%−259−6.3%ReducedHolders
Q2 20244,092$293.8K0.1%+47+1.2%AddedHolders
Q1 20244,045$286.1K0.1%+22+0.5%AddedHolders
Q4 20234,023$287.6K0.1%+207+5.4%AddedHolders
Q3 20233,816$241.5K0.1%+143+3.9%AddedHolders
Q2 20233,673$255.1K0.1%−40−1.1%ReducedHolders
Q1 20233,713$262.1K0.1%−546−12.8%ReducedHolders
Q4 20224,259$271.0K0.1%−598−12.3%ReducedHolders
Q3 20224,857$275.0K0.1%+295+6.5%AddedHolders
Q2 20224,562$289.0K0.1%+475+11.6%AddedHolders
Q1 20224,087$286.0K0.1%+4,087NewHolders