Sunbeam Capital Management, LLC Virtus Reaves Utilities ETF Transaction History

Sunbeam Capital Management, LLC

  • $132 Billion
  • Q2 2025

A detailed history of Sunbeam Capital Management, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Sunbeam Capital Management, LLC holds 16,765 shares of UTES stock, worth $0. This represents 0.96% of its overall portfolio holdings.

Number of Shares
16,765
Previous 8,659 93.61%
Holding current value
$0
Previous $559 Million 126.58%
% of portfolio
0.96%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
8,106 Added 93.61%
16,765 $1.27 Billion
Q1 2025

May 06, 2025
BUY
N/A
303 Added 3.63%
8,659 $559 Million
Q4 2024

Feb 24, 2025
BUY
N/A
5,572 Added 200.14%
8,356 $533 Million
Q4 2024

Feb 20, 2025
BUY
N/A
2,784 New
2,784 $533 Million

Others Institutions Holding UTES

# of Institutions
100
Shares Held
6.08M
Call Options Held
0
Put Options Held
0
View Full List

About VIRTUS REAVES UTILITIES ETF

UTES Quotes by TradingView
  • Ticker UTES
More about UTES
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