Kestra Advisory Services, LLC Virtus Reaves Utilities ETF Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 16,699 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,699
Previous 10,680 56.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
6,019 Added 56.36%
16,699 $0
Q2 2025

Aug 14, 2025
BUY
N/A
10,680 New
10,680 $0
Q1 2021

May 10, 2021
SELL
N/A
-5,169 Closed
0 $0
Q4 2020

Jan 20, 2021
BUY
N/A
5,169 New
5,169 $205 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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email