Atlas Wealth Partners, LLC Virtus Reaves Utilities ETF Transaction History

Atlas Wealth Partners, LLC

  • $79 Million
  • Q4 2024

A detailed history of Atlas Wealth Partners, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 15,068 shares of UTES stock, worth $0. This represents 1.22% of its overall portfolio holdings.

Number of Shares
15,068
Previous 14,843 1.52%
Holding current value
$0
Previous $949,000 1.26%
% of portfolio
1.22%
Previous 1.45%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
N/A
225 Added 1.52%
15,068 $961,000
Q3 2024

Oct 18, 2024
BUY
N/A
350 Added 2.41%
14,843 $949,000
Q2 2024

Jul 17, 2024
SELL
N/A
-150 Reduced 1.02%
14,493 $751,000
Q1 2024

May 08, 2024
BUY
N/A
200 Added 1.38%
14,643 $760,000
Q4 2023

Jan 29, 2024
BUY
N/A
150 Added 1.05%
14,443 $625,000
Q3 2023

Oct 31, 2023
SELL
N/A
-175 Reduced 1.21%
14,293 $592,000
Q2 2023

Jul 25, 2023
SELL
N/A
-525 Reduced 3.5%
14,468 $686,000
Q1 2023

Apr 26, 2023
BUY
N/A
1,323 Added 9.68%
14,993 $700,000
Q4 2022

Feb 13, 2023
BUY
N/A
13,670 New
13,670 $628,000

Others Institutions Holding UTES

# of Institutions
72
Shares Held
1.93M
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
Track This Portfolio

Track Atlas Wealth Partners, LLC Portfolio

Follow Atlas Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email