A detailed history of Ever Source Wealth Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 338 shares of WTRG stock, worth $12,840. This represents 0.0% of its overall portfolio holdings.

Number of Shares
338
Previous 327 3.36%
Holding current value
$12,840
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$36.74 - $41.49 $404 - $456
11 Added 3.36%
338 $13,000
Q2 2024

Aug 13, 2024

BUY
$33.88 - $39.67 $1,998 - $2,340
59 Added 22.01%
327 $12,000
Q1 2024

Jun 11, 2024

SELL
$34.18 - $38.66 $12,988 - $14,690
-380 Reduced 58.64%
268 $9,000
Q4 2023

Feb 09, 2024

BUY
$32.59 - $37.64 $9,092 - $10,501
279 Added 75.61%
648 $24,000
Q3 2023

Nov 03, 2023

BUY
$34.04 - $43.1 $12,220 - $15,472
359 Added 3590.0%
369 $12,000
Q1 2023

May 11, 2023

BUY
$40.65 - $49.0 $406 - $490
10 New
10 $0

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 $9.96B
  • 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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