Kingswood Wealth Advisors, LLC Virtus Reaves Utilities ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 30,115 shares of UTES stock, worth $0. This represents 0.15% of its overall portfolio holdings.

Number of Shares
30,115
Previous 27,592 9.14%
Holding current value
$0
Previous $2.09 Billion 20.46%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 23, 2025
BUY
N/A
2,523 Added 9.14%
30,115 $2.51 Billion
Q2 2025

Jul 23, 2025
SELL
N/A
-609 Reduced 2.16%
27,592 $2.09 Billion
Q1 2025

Jul 25, 2025
BUY
N/A
609 Added 2.21%
28,201 $1.82 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
2,515 Added 9.79%
28,201 $1.82 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
25,686 New
25,686 $1.64 Billion

Others Institutions Holding UTES

# of Institutions
133
Shares Held
7.81M
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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email