New Edge Advisors, LLC Virtus Reaves Utilities ETF Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,229 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,229

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	N/A	2,229 New	2,229 $0
Q4 2024 Feb 13, 2025	BUY	N/A	6,928 New	6,928 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account