True Wealth Advisors, LLC Virtus Reaves Utilities ETF Transaction History

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,407 shares of UTES stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,407
Previous 7,447 0.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
N/A
-40 Reduced 0.54%
7,407 $0
Q3 2025

Oct 15, 2025
BUY
N/A
63 Added 0.85%
7,447 $0
Q2 2025

Jul 03, 2025
BUY
N/A
408 Added 5.85%
7,384 $0
Q1 2025

Apr 10, 2025
BUY
N/A
1,594 Added 29.62%
6,976 $0
Q4 2024

Jan 15, 2025
BUY
N/A
5,382 New
5,382 $0

Others Institutions Holding UTES

# of Institutions
133
Shares Held
7.81M
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
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email