Principia Wealth Advisory, LLC Virtus Reaves Utilities ETF Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,421 shares of UTES stock, worth $0. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,421
Previous 1,610 11.74%
Holding current value
$0
Previous $102 Million 5.33%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 14, 2025
SELL
N/A
-189 Reduced 11.74%
1,421 $107 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-106 Reduced 6.18%
1,610 $102 Million
Q4 2024

Apr 11, 2025
BUY
N/A
1,716 New
1,716 $109 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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