Paragon Wealth Strategies, LLC Reaves Utility Income Fund Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 9,304 shares of UTG stock, worth $255,208. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,304
Previous 9,259
0.49%
Holding current value
$255,208
Previous $228,000
8.77%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding UTG
# of Institutions
175Shares Held
8.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY738KShares$20.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC673KShares$18.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA517KShares$14.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6403KShares$11.1 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ361KShares$9.9 Million0.02% 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 ...