Edge Financial Advisors LLC Reaves Utility Income Fund Transaction History
Edge Financial Advisors LLC
- $190 Billion
- Q2 2025
A detailed history of Edge Financial Advisors LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Edge Financial Advisors LLC holds 8,215 shares of UTG stock, worth $317,920. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,215Holding current value
$317,920% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding UTG
# of Institutions
241Shares Held
12.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY960KShares$37.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC934KShares$36.1 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC732KShares$28.3 Million0.93% of portfolio
-
Wells Fargo & Company San Francisco, CA625KShares$24.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$23.9 Million0.01% 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 ...