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Reaves Utility Income Fund shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 94k 32.81
2024-06-30 $2.5M 91k 27.32
2024-03-31 $2.0M 73k 26.96
2023-12-31 $1.8M 68k 26.75
2023-09-30 $1.8M 74k 24.65
2023-06-30 $1.9M 70k 27.43
2023-03-31 $1.8M 65k 28.37
2022-12-31 $1.8M 65k 28.28
2022-09-30 $2.1M 75k 27.24
2022-06-30 $2.4M 77k 31.00
2022-03-31 $2.7M 79k 34.57
2021-12-31 $2.7M 78k 35.12
2021-09-30 $1.4M 43k 32.77
2021-06-30 $1.2M 35k 34.32
2021-03-31 $994k 30k 33.51
2020-12-31 $582k 18k 32.78