HIW
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Holos Integrated Wealth’s Essential Utilities WTRG Stock Holding History

Holos Integrated Wealth’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$793K Hold
20,455
– – 0.48% 30
2025
Q1 		$809K Hold
20,455
– – 0.53% 28
2024
Q4 		$743K Buy
+20,455
New +$743K 0.51% 30