Assetmark, Inc Virtus Reaves Utilities ETF Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Assetmark, Inc holds 36 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 36 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	SELL	N/A	-8 Reduced 18.18%	36 $0
Q4 2024 Feb 06, 2025	BUY	N/A	44 New	44 $0

Others Institutions Holding UTES

# of Institutions

133

Shares Held

7.82M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

2.7M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$0
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

280K
Shares

$0
0.06% of portfolio
Bank Of America Corp Charlotte, NC

238K
Shares

$0
0.0% of portfolio
Ubs Group Ag

222K
Shares

$0
0.0% of portfolio

View Full List

About VIRTUS REAVES UTILITIES ETF

Ticker UTES

More about UTES

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