Leslie Global Wealth, LLC Reaves Utility Income Fund Transaction History
Leslie Global Wealth, LLC
- $213 Billion
- Q3 2025
A detailed history of Leslie Global Wealth, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 9,667 shares of UTG stock, worth $377,496. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,667
Previous 9,667
-0.0%
Holding current value
$377,496
Previous $350 Million
9.51%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding UTG
# of Institutions
256Shares Held
12.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$40.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY975KShares$38.1 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC732KShares$28.6 Million0.93% of portfolio
-
Wells Fargo & Company San Francisco, CA633KShares$24.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$24.1 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 ...