Bromfield Sneider Wealth Advisors
- SEC CIK
- 0001891795
- Latest filing
- Apr 10, 2024
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Bromfield Sneider Wealth Advisors, 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 2024 holdings
- Shares (Q1 2024)
- 1,657
- Value
- $61.4K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,657 | $61.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,657 | $61.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,657 | $56.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,657 | $66.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,657 | $72.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,657 | $79.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,657 | $69.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 1,657 | $76.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,657 | $85.0K | 0.1% | +1,657 | New | Holders |