True Wealth Advisors, LLC Virtus Reaves Utilities ETF Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,382 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,382

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	N/A	5,382 New	5,382 $0

Others Institutions Holding UTES

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

Cambridge Investment Research Advisors, Inc.

206K
Shares

$0
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

154K
Shares

$0
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

136K
Shares

$0
0.0% of portfolio
Kraft, Davis & Associates, LLC St. Louis, MO

134K
Shares

$0
2.57% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

105K
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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account