A detailed history of True Wealth Design, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 12 shares of WTRG stock, worth $462. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 10 20.0%
Holding current value
$462
Previous $371,000 20.75%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$33.88 - $39.67 $67 - $79
2 Added 20.0%
12 $448,000
Q1 2024

May 14, 2024

SELL
$34.18 - $38.66 $8,100 - $9,162
-237 Reduced 95.95%
10 $371,000
Q4 2023

Feb 14, 2024

BUY
$32.59 - $37.64 $7,854 - $9,071
241 Added 4016.67%
247 $9.23 Million
Q4 2022

Feb 15, 2023

BUY
$39.73 - $48.74 $238 - $292
6 New
6 $286,000

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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