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Etfis Ser Tr I reaves utils etf shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Etfis Ser Tr I reaves utils etf

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All positions including Etfis Ser Tr I reaves utils etf held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.3M 103k 51.84

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View all positions for Beaumont Financial Advisors

Top funds holding Etfis Ser Tr I reaves utils etf

Royal Bank of Canada
Kraft, Davis & Associates
Beaumont Financial Advisors
LPL Financial
WJ Wealth Management
Royal Harbor Partners
Clear Creek Financial Management
Fulcrum Equity Management
Belpointe Asset Management
Atria Wealth Solutions
Principal Securities
Intl Fcstone
Atlas Wealth Partners
Comprehensive Wealth Management
Ingalls & Snyder

View all funds holding Etfis Ser Tr I reaves utils etf