Atria Wealth Solutions, Inc. Virtus Reaves Utilities ETF Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 63,030 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63,030
Previous 51,809 21.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
11,221 Added 21.66%
63,030 $0
Q1 2025

May 09, 2025
BUY
N/A
32,896 Added 173.93%
51,809 $0
Q4 2024

Jan 31, 2025
BUY
N/A
2,224 Added 13.33%
18,913 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-972 Reduced 5.5%
16,689 $0
Q2 2024

Jul 22, 2024
BUY
N/A
167 Added 0.95%
17,661 $0
Q1 2024

May 13, 2024
SELL
N/A
-2,157 Reduced 10.98%
17,494 $0
Q4 2023

Feb 02, 2024
SELL
N/A
-4,981 Reduced 20.22%
19,651 $0
Q3 2023

Nov 08, 2023
BUY
N/A
57 Added 0.23%
24,632 $0
Q2 2023

Aug 03, 2023
BUY
N/A
4,236 Added 20.83%
24,575 $0
Q1 2023

Aug 22, 2023
BUY
N/A
35 Added 0.14%
24,610 $0
Q1 2023

Jun 14, 2023
SELL
N/A
-4,271 Reduced 17.35%
20,339 $0
Q1 2023

May 10, 2023
BUY
N/A
4,271 Added 21.0%
24,610 $0
Q4 2022

Aug 30, 2023
SELL
N/A
-4,236 Reduced 17.24%
20,339 $0
Q4 2022

Feb 13, 2023
BUY
N/A
283 Added 1.41%
20,339 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-3,678 Reduced 15.5%
20,056 $865,000
Q2 2022

Aug 15, 2022
SELL
N/A
-828 Reduced 3.37%
23,734 $1.08 Million
Q1 2022

May 16, 2022
BUY
N/A
24,562 New
24,562 $1.21 Million

Others Institutions Holding UTES

# of Institutions
133
Shares Held
7.82M
Call Options Held
0
Put Options Held
0
View Full List

About VIRTUS REAVES UTILITIES ETF

UTES Quotes by TradingView
  • Ticker UTES
More about UTES
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