Iam Advisory, LLC Virtus Reaves Utilities ETF Transaction History

Iam Advisory, LLC

$400 Million
Q2 2025

A detailed history of Iam Advisory, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Iam Advisory, LLC holds 3,013 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,013

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 08, 2025	BUY	N/A	3,013 New	3,013 $0

Others Institutions Holding UTES

# of Institutions

102

Shares Held

6.12M

Call Options Held

Put Options Held

Proficio Capital Partners LLC Newton, MA

2.81M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

566K
Shares

$0
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

264K
Shares

$0
0.06% of portfolio
Mainstay Capital Management LLC

263K
Shares

$0
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

196K
Shares

$0
0.0% of portfolio

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About VIRTUS REAVES UTILITIES ETF

Ticker UTES

More about UTES

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