Maridea Wealth Management LLC Reaves Utility Income Fund Transaction History
Maridea Wealth Management LLC
- $384 Billion
- Q2 2025
A detailed history of Maridea Wealth Management LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Maridea Wealth Management LLC holds 15,310 shares of UTG stock, worth $585,148. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,310
Previous 15,028
1.88%
Holding current value
$585,148
Previous $489 Million
13.28%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding UTG
# of Institutions
257Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$39.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY975KShares$37.3 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC732KShares$28 Million0.93% of portfolio
-
Wells Fargo & Company San Francisco, CA633KShares$24.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$23.6 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 ...