Captrust Financial Advisors Reaves Utility Income Fund Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Captrust Financial Advisors holds 18,571 shares of UTG stock, worth $621,199. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,571
Previous 8,179
127.06%
Holding current value
$621,199
Previous $220,000
130.45%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding UTG
# of Institutions
209Shares Held
8.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY744KShares$24.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC733KShares$24.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC559KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA525KShares$17.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6439KShares$14.7 Million0.0% 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 ...