A detailed history of Global Retirement Partners, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 298 shares of UTG stock, worth $10,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares
298
Previous 500 40.4%
Holding current value
$10,099
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$27.16 - $32.8 $5,486 - $6,625
-202 Reduced 40.4%
298 $9,000
Q4 2023

Jan 18, 2024

BUY
$23.52 - $27.88 $11,760 - $13,940
500 New
500 $13,000

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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.