Atlas Wealth Partners, LLC Virtus Reaves Utilities ETF Transaction History

Atlas Wealth Partners, LLC

$70.1 Million
Q3 2025

A detailed history of Atlas Wealth Partners, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 16,956 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,956

Previous 15,056 12.62%

Holding current value

Previous $1.14 Million 100.0%

% of portfolio

0.0%

Previous 1.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	N/A	1,900 Added 12.62%	16,956 $0
Q2 2025 Aug 05, 2025	BUY	N/A	1,175 Added 8.46%	15,056 $1.14 Million
Q1 2025 May 05, 2025	SELL	N/A	-1,187 Reduced 7.88%	13,881 $897,000
Q4 2024 Jan 29, 2025	BUY	N/A	225 Added 1.52%	15,068 $961,000
Q3 2024 Oct 18, 2024	BUY	N/A	350 Added 2.41%	14,843 $949,000

Q2 2024 Jul 17, 2024	SELL	N/A	-150 Reduced 1.02%	14,493 $751,000
Q1 2024 May 08, 2024	BUY	N/A	200 Added 1.38%	14,643 $760,000
Q4 2023 Jan 29, 2024	BUY	N/A	150 Added 1.05%	14,443 $625,000
Q3 2023 Oct 31, 2023	SELL	N/A	-175 Reduced 1.21%	14,293 $592,000
Q2 2023 Jul 25, 2023	SELL	N/A	-525 Reduced 3.5%	14,468 $686,000
Q1 2023 Apr 26, 2023	BUY	N/A	1,323 Added 9.68%	14,993 $700,000
Q4 2022 Feb 13, 2023	BUY	N/A	13,670 New	13,670 $628,000

Others Institutions Holding UTES

# of Institutions

133

Shares Held

7.84M

Call Options Held

Put Options Held

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About VIRTUS REAVES UTILITIES ETF

Ticker UTES

More about UTES

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Atlas Wealth Partners, LLC Virtus Reaves Utilities ETF Transaction History