Comprehensive Wealth Management, LLC Virtus Reaves Utilities ETF Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 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 20,493 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,493
Previous 16,866 21.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
3,627 Added 21.5%
20,493 $0
Q2 2025

Aug 11, 2025
BUY
N/A
80 Added 0.48%
16,866 $0
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
133
Shares Held
7.96M
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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