Semus Wealth Partners LLC Reaves Utility Income Fund Transaction History
Semus Wealth Partners LLC
- $186 Billion
- Q4 2025
A detailed history of Semus Wealth Partners LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,950 shares of UTG stock, worth $219,674. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,950
Previous 8,239
27.78%
Holding current value
$219,674
Previous $326 Million
33.32%
% of portfolio
0.12%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding UTG
# of Institutions
262Shares Held
13MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.1MShares$40.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$37 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC768KShares$28.4 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC686KShares$25.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA660KShares$24.4 Million0.01% of portfolio
About REAVES UTILITY INCOME FUND
- Ticker UTG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...