Reaves Utility Income Fund shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by Future Financial Wealth Managment 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 Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $806k | 30k | 26.96 |
| 2023-12-31 | $492k | 18k | 26.74 |
| 2023-09-30 | $424k | 17k | 24.65 |
| 2023-06-30 | $389k | 14k | 27.42 |
| 2023-03-31 | $403k | 14k | 28.38 |
| 2022-12-31 | $562k | 20k | 28.27 |
| 2022-09-30 | $728k | 24k | 30.99 |
| 2022-06-30 | $812k | 24k | 34.57 |
| 2022-03-31 | $812k | 24k | 34.57 |
| 2021-12-31 | $781k | 22k | 35.23 |
| 2021-09-30 | $692k | 20k | 34.32 |
| 2021-06-30 | $692k | 20k | 34.32 |
| 2021-03-31 | $676k | 20k | 33.52 |
| 2020-12-31 | $579k | 18k | 32.80 |
More positions owned by Future Financial Wealth Managment
View all positions for Future Financial Wealth Managment