A detailed history of Avantax Advisory Services, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 134,336 shares of WTRG stock, worth $5.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
134,336
Previous 127,670 5.22%
Holding current value
$5.19 Million
Previous $4.77 Million 8.69%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$36.74 - $41.49 $244,908 - $276,572
6,666 Added 5.22%
134,336 $5.18 Million
Q2 2024

Aug 09, 2024

BUY
$33.88 - $39.67 $380,574 - $445,613
11,233 Added 9.65%
127,670 $4.77 Million
Q1 2024

May 08, 2024

BUY
$34.18 - $38.66 $235,158 - $265,980
6,880 Added 6.28%
116,437 $4.31 Million
Q4 2023

Feb 07, 2024

BUY
$32.59 - $37.64 $141,473 - $163,395
4,341 Added 4.13%
109,557 $4.09 Million
Q3 2023

Nov 07, 2023

BUY
$34.04 - $43.1 $144,329 - $182,744
4,240 Added 4.2%
105,216 $3.61 Million
Q2 2023

Aug 11, 2023

BUY
$39.47 - $45.03 $3.46 Million - $3.95 Million
87,746 Added 663.24%
100,976 $4.03 Million
Q1 2023

Apr 28, 2023

BUY
$40.65 - $49.0 $3,414 - $4,116
84 Added 0.64%
13,230 $577,000
Q4 2022

Feb 13, 2023

BUY
$39.73 - $48.74 $6,237 - $7,652
157 Added 1.21%
13,146 $627,000
Q3 2022

Nov 01, 2022

BUY
$41.38 - $52.37 $163,161 - $206,494
3,943 Added 43.59%
12,989 $537,000
Q2 2022

Aug 02, 2022

BUY
$41.42 - $52.59 $1,242 - $1,577
30 Added 0.33%
9,046 $415,000
Q1 2022

Apr 27, 2022

BUY
$44.8 - $53.13 $9,945 - $11,794
222 Added 2.52%
9,016 $460,000
Q4 2021

Jan 24, 2022

SELL
$46.24 - $53.69 $12,716 - $14,764
-275 Reduced 3.03%
8,794 $472,000
Q3 2021

Oct 21, 2021

SELL
$46.08 - $51.15 $1,566 - $1,739
-34 Reduced 0.37%
9,069 $419,000
Q2 2021

Jul 29, 2021

BUY
$44.72 - $49.09 $9,793 - $10,750
219 Added 2.47%
9,103 $418,000
Q1 2021

May 13, 2021

BUY
$41.5 - $48.72 $25,771 - $30,255
621 Added 7.52%
8,884 $396,000
Q4 2020

Jan 22, 2021

SELL
$40.83 - $48.55 $538,833 - $640,714
-13,197 Reduced 61.5%
8,263 $392,000
Q3 2020

Oct 14, 2020

BUY
$38.53 - $47.81 $441,245 - $547,520
11,452 Added 114.43%
21,460 $862,000
Q2 2020

Aug 06, 2020

SELL
$38.5 - $46.61 $66,682 - $80,728
-1,732 Reduced 14.75%
10,008 $424,000
Q1 2020

Apr 30, 2020

BUY
$32.65 - $54.07 $383,311 - $634,781
11,740 New
11,740 $477,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.1B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
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