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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q1 2025 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of WTRG by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−8,950−100.0%Sold outHolders
Q1 20238,950$390.7K<0.1%+2,270+34.0%AddedHolders
Q4 20226,680$318.9K<0.1%+6,680NewHolders