Kingswood Wealth Advisors, LLC Virtus Reaves Utilities ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 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 27,592 shares of UTES stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
27,592
Previous 28,201 2.16%
Holding current value
$0
Previous $1.82 Billion 14.5%
% of portfolio
0.16%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
96
Shares Held
6.02M
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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