Reaves Utility Income Fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Reaves Utility Income Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 64k | 26.74 |
| 2023-09-30 | $1.1M | 43k | 24.65 |
| 2023-06-30 | $781k | 29k | 27.42 |
| 2023-03-31 | $833k | 29k | 28.38 |
| 2022-12-31 | $884k | 31k | 28.27 |
| 2022-09-30 | $926k | 34k | 27.23 |
| 2022-06-30 | $287k | 9.3k | 30.99 |
| 2022-03-31 | $611k | 18k | 34.55 |