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
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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 |
More positions owned by Tradition Wealth Management
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