A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 47,087 shares of WTRG stock, worth $1.89 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47,087
Previous 42,421 11.0%
Holding current value
$1.89 Million
Previous $1.58 Million 14.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$36.74 - $41.49 $171,428 - $193,592
4,666 Added 11.0%
47,087 $1.82 Million
Q2 2024

Jul 16, 2024

BUY
$33.88 - $39.67 $181,698 - $212,750
5,363 Added 14.47%
42,421 $1.58 Million
Q1 2024

Apr 15, 2024

BUY
$34.18 - $38.66 $133,951 - $151,508
3,919 Added 11.83%
37,058 $1.37 Million
Q4 2023

Jan 30, 2024

SELL
$32.59 - $37.64 $20,629 - $23,826
-633 Reduced 1.87%
33,139 $1.24 Million
Q3 2023

Nov 13, 2023

BUY
$34.04 - $43.1 $1.15 Million - $1.46 Million
33,772 New
33,772 $1.16 Million
Q1 2023

Apr 25, 2023

BUY
$40.65 - $49.0 $237,436 - $286,209
5,841 New
5,841 $254,000
Q3 2022

Oct 17, 2022

BUY
$41.38 - $52.37 $1.36 Million - $1.72 Million
32,850 New
32,850 $1.33 Million
Q4 2021

Feb 08, 2022

SELL
$46.24 - $53.69 $1.07 Million - $1.24 Million
-23,172 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$46.08 - $51.15 $1.07 Million - $1.19 Million
23,172 New
23,172 $1.09 Million

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 $10.5B
  • 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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