AWM
WTRU

AE Wealth Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

AE Wealth Management’s Portfolio WTRU Stock Details WTRU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$499K Sell
2021
Q4 		$588K Buy
2021
Q3 		$476K Buy
2021
Q2 		$463K Sell
2021
Q1 		$482K Buy