Liberty Wealth Management LLC Reaves Utility Income Fund Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$32.65 - $35.44 $57,137 - $62,019	-1,750 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$33.34 - $35.42 $1.94 Million - $2.06 Million	-58,293 Reduced 97.09%	1,750 $60,000
Q2 2021 Aug 13, 2021	BUY	$33.34 - $35.42 $1.94 Million - $2.06 Million	58,293 Added 3331.03%	60,043 $1.75 Million
Q4 2018 Mar 26, 2019	BUY	$27.21 - $31.6 $47,617 - $55,300	1,750 New	1,750 $51,000

Others Institutions Holding UTG

# of Institutions

215

Shares Held

9.63M

Call Options Held

0

Put Options Held

0

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 ...

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