Castle Rock Wealth Management, LLC Reaves Utility Income Fund Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 08, 2019
SELL
$33.56 - $35.87 $528,301 - $564,665
-15,742 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$29.35 - $33.68 $6,104 - $7,005
208 Added 1.34%
15,742 $0
Q4 2018

Feb 11, 2019
BUY
$27.21 - $31.6 $26,448 - $30,715
972 Added 6.67%
15,534 $490,000
Q3 2018

Nov 13, 2018
BUY
$29.0 - $31.56 $422,298 - $459,576
14,562 New
14,562 $449,000

Others Institutions Holding UTG

# of Institutions
214
Shares Held
9.64M
Call Options Held
0
Put Options Held
0
View Full List

About REAVES UTILITY INCOME FUND

UTG Quotes by TradingView
  • 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 ...
More about UTG
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