A detailed history of Jfs Wealth Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 445 shares of WTRG stock, worth $16,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
445
Previous 423 5.2%
Holding current value
$16,180
Previous $15,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$36.74 - $41.49 $808 - $912
22 Added 5.2%
445 $17,000
Q2 2024

Jul 15, 2024

BUY
$33.88 - $39.67 $575 - $674
17 Added 4.19%
423 $15,000
Q1 2024

Apr 30, 2024

BUY
$34.18 - $38.66 $1,469 - $1,662
43 Added 11.85%
406 $15,000
Q4 2023

Feb 07, 2024

BUY
$32.59 - $37.64 $195 - $225
6 Added 1.68%
363 $13,000
Q3 2023

Nov 02, 2023

SELL
$34.04 - $43.1 $2,757 - $3,491
-81 Reduced 18.49%
357 $12,000
Q2 2023

Aug 07, 2023

BUY
$39.47 - $45.03 $907 - $1,035
23 Added 5.54%
438 $17,000
Q1 2023

Apr 19, 2023

SELL
$40.65 - $49.0 $2,195 - $2,646
-54 Reduced 11.51%
415 $18,000
Q4 2022

Feb 13, 2023

BUY
$39.73 - $48.74 $238 - $292
6 Added 1.3%
469 $22,000
Q3 2022

Oct 21, 2022

BUY
$41.38 - $52.37 $2,937 - $3,718
71 Added 18.11%
463 $19,000
Q2 2022

Aug 02, 2022

SELL
$41.42 - $52.59 $1,573 - $1,998
-38 Reduced 8.84%
392 $18,000
Q1 2022

May 02, 2022

BUY
$44.8 - $53.13 $2,732 - $3,240
61 Added 16.53%
430 $22,000
Q4 2021

Feb 03, 2022

BUY
$46.24 - $53.69 $2,265 - $2,630
49 Added 15.31%
369 $20,000
Q1 2020

Apr 29, 2020

BUY
$32.65 - $54.07 $10,448 - $17,302
320 New
320 $13,000

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 $9.54B
  • 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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