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Etfis Ser Tr I reaves utils etf shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 51k 63.96

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View all positions for Synergy Financial Management

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
Synergy Financial Management
Clear Creek Financial Management
Fulcrum Equity Management
Belpointe Asset Management
Atria Wealth Solutions
Principal Securities
Intl Fcstone
Atlas Wealth Partners
Comprehensive Wealth Management

View all funds holding Etfis Ser Tr I reaves utils etf