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
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Quarterly reported holdings in Reaves Utility Income Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 51k | 36.15 |
| 2025-03-31 | $2.1M | 63k | 32.54 |
| 2024-12-31 | $1.7M | 54k | 31.83 |
| 2024-09-30 | $2.3M | 69k | 32.81 |
| 2024-06-30 | $1.9M | 70k | 27.32 |
| 2024-03-31 | $1.4M | 52k | 26.96 |
| 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 | $948k | 34k | 28.27 |
| 2022-09-30 | $927k | 34k | 27.24 |
| 2022-06-30 | $287k | 9.3k | 30.99 |
| 2022-03-31 | $611k | 18k | 34.55 |