A detailed history of Creative Financial Designs Inc transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Creative Financial Designs Inc holds 3,464 shares of UTG stock, worth $94,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,464
Previous 3,030 14.32%
Holding current value
$94,636
Previous $81,000 14.81%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$25.63 - $27.42 $11,123 - $11,900
434 Added 14.32%
3,464 $93,000
Q4 2023

Jan 10, 2024

BUY
$23.52 - $27.88 $35,773 - $42,405
1,521 Added 100.8%
3,030 $81,000
Q2 2023

Jul 26, 2023

BUY
$26.62 - $29.35 $10,222 - $11,270
384 Added 34.13%
1,509 $41,000
Q1 2023

Apr 25, 2023

BUY
$26.48 - $30.34 $29,790 - $34,132
1,125 New
1,125 $31,000

Others Institutions Holding UTG

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 ...
More about UTG
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