Atria Wealth Solutions, Inc. Virtus Reaves Utilities ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,913 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,913

Previous 16,689 13.33%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	N/A	2,224 Added 13.33%	18,913 $0
Q3 2024 Nov 08, 2024	SELL	N/A	-972 Reduced 5.5%	16,689 $0
Q2 2024 Jul 22, 2024	BUY	N/A	167 Added 0.95%	17,661 $0
Q1 2024 May 13, 2024	SELL	N/A	-2,157 Reduced 10.98%	17,494 $0
Q4 2023 Feb 02, 2024	SELL	N/A	-4,981 Reduced 20.22%	19,651 $0
Q3 2023 Nov 08, 2023	BUY	N/A	57 Added 0.23%	24,632 $0
Q2 2023 Aug 03, 2023	BUY	N/A	4,236 Added 20.83%	24,575 $0
Q1 2023 Aug 22, 2023	BUY	N/A	35 Added 0.14%	24,610 $0
Q1 2023 Jun 14, 2023	SELL	N/A	-4,271 Reduced 17.35%	20,339 $0
Q1 2023 May 10, 2023	BUY	N/A	4,271 Added 21.0%	24,610 $0
Q4 2022 Aug 30, 2023	SELL	N/A	-4,236 Reduced 17.24%	20,339 $0
Q4 2022 Feb 13, 2023	BUY	N/A	283 Added 1.41%	20,339 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-3,678 Reduced 15.5%	20,056 $865,000
Q2 2022 Aug 15, 2022	SELL	N/A	-828 Reduced 3.37%	23,734 $1.08 Million
Q1 2022 May 16, 2022	BUY	N/A	24,562 New	24,562 $1.21 Million

Others Institutions Holding UTES

# of Institutions

Shares Held

1.71M

Call Options Held

Put Options Held

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About VIRTUS REAVES UTILITIES ETF

Ticker UTES

More about UTES

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Atria Wealth Solutions, Inc. Virtus Reaves Utilities ETF Transaction History