Comprehensive Wealth Management, LLC Virtus Reaves Utilities ETF Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 16,786 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,786
Previous 14,034 19.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
2,752 Added 19.61%
16,786 $0
Q4 2024

Feb 11, 2025
BUY
N/A
705 Added 5.29%
14,034 $0
Q3 2024

Nov 06, 2024
SELL
N/A
-720 Reduced 5.12%
13,329 $0
Q2 2024

Aug 13, 2024
BUY
N/A
14,049 New
14,049 $0

Others Institutions Holding UTES

# of Institutions
89
Shares Held
2.71M
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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