A detailed history of Integrated Wealth Concepts LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,898 shares of WTRG stock, worth $233,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,898
Previous 5,870 0.48%
Holding current value
$233,147
Previous $219,000 3.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $1,028 - $1,161
28 Added 0.48%
5,898 $227,000
Q2 2024

Aug 14, 2024

SELL
$33.88 - $39.67 $847 - $991
-25 Reduced 0.42%
5,870 $219,000
Q1 2024

May 15, 2024

BUY
$34.18 - $38.66 $201,491 - $227,900
5,895 New
5,895 $218,000

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 $10.4B
  • 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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