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 15 shares of WTRG stock, worth $546. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15
Previous 12 25.0%
Holding current value
$546
Previous $448,000 29.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$36.74 - $41.49 $110 - $124
3 Added 25.0%
15 $579,000
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 $9.55B
  • 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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.