A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 18,644 shares of UTG stock, worth $593,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,644
Holding current value
$593,252
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$27.16 - $32.8 $506,371 - $611,523
18,644 New
18,644 $611,000
Q1 2024

Apr 15, 2024

SELL
$25.63 - $27.42 $138,325 - $147,985
-5,397 Reduced 32.58%
11,170 $301,000
Q4 2023

Jan 30, 2024

SELL
$23.52 - $27.88 $79,662 - $94,429
-3,387 Reduced 16.97%
16,567 $443,000
Q3 2023

Nov 13, 2023

BUY
$24.65 - $28.22 $491,866 - $563,101
19,954 New
19,954 $491,000

Others Institutions Holding UTG

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 ...
More about UTG
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