Ae Wealth Management LLC Virtus Reaves Utilities ETF Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,878 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,878

Holding current value

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	N/A	1,878 New	1,878 $0
Q4 2023 Feb 14, 2024	BUY	N/A	34,627 New	34,627 $0
Q2 2022 Aug 03, 2022	SELL	N/A	-4,872 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	N/A	-81,036 Reduced 94.33%	4,872 $239,000
Q4 2021 Jan 20, 2022	BUY	N/A	2,893 Added 3.48%	85,908 $4.08 Million

Q3 2021 Nov 01, 2021	BUY	N/A	1,683 Added 2.07%	83,015 $3.47 Million
Q2 2021 Jul 21, 2021	BUY	N/A	4,517 Added 5.88%	81,332 $3.33 Million
Q1 2021 Apr 27, 2021	BUY	N/A	9,672 Added 14.41%	76,815 $3.19 Million
Q4 2020 Feb 01, 2021	BUY	N/A	2,544 Added 3.94%	67,143 $2.7 Million
Q3 2020 Nov 06, 2020	SELL	N/A	-3,666 Reduced 5.37%	64,599 $2.44 Million
Q2 2020 Aug 05, 2020	SELL	N/A	-4,623 Reduced 6.34%	68,265 $2.42 Million
Q1 2020 May 07, 2020	BUY	N/A	27,209 Added 59.57%	72,888 $2.56 Million
Q4 2019 Jan 15, 2020	BUY	N/A	45,679 New	45,679 $1.89 Million

Others Institutions Holding UTES

# of Institutions

136

Shares Held

7.88M

Call Options Held

Put Options Held

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About VIRTUS REAVES UTILITIES ETF

Ticker UTES

More about UTES

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