Reaves Utility Income Fund shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Reaves Utility Income Fund
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All positions including Reaves Utility Income Fund held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $26k | 944 | 26.96 |
2023-12-31 | $25k | 944 | 26.74 |
2023-09-30 | $28k | 1.1k | 24.65 |
2023-06-30 | $31k | 1.1k | 27.42 |
2023-03-31 | $32k | 1.1k | 28.38 |
2022-12-31 | $32k | 1.1k | 28.27 |
2022-09-30 | $30k | 1.1k | 26.86 |
2022-06-30 | $34k | 1.1k | 30.91 |
2022-03-31 | $37k | 1.1k | 34.10 |
2021-12-31 | $37k | 1.1k | 34.58 |
2021-09-30 | $34k | 1.1k | 32.20 |
2021-06-30 | $35k | 1.0k | 33.59 |
2021-03-31 | $34k | 1.0k | 33.04 |
2020-12-31 | $33k | 1.0k | 32.23 |