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Rise Advisors’s Essential Utilities WTRG Stock Holding History

Rise Advisors’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 		$17.8K Hold
480
– – 0.01% 606
2025
Q1 		$19K Buy
+480
New +$19K 0.01% 528