Institute for Wealth Management, LLC.'s ownership history for WTRG

Institute for Wealth Management, LLC. currently holds 10.0K shares with a market value of $401.6K. It started holding WTRG on 2024-09-30. At its peak, it held 10.9K shares on 2024-09-30. Its highest holding value was $419.5K on 2025-03-31. At its lowest, it held 10.0K shares on 2026-03-31, with a value of $373.7K on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 90. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 640.