Reaves Utility Income Fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Reaves Utility Income Fund by Western Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $262k | 8.0k | 32.81 |
2024-06-30 | $218k | 8.0k | 27.32 |
2024-03-31 | $213k | 7.9k | 26.96 |
2023-06-30 | $348k | 13k | 27.42 |
2023-03-31 | $359k | 13k | 28.38 |
2022-12-31 | $302k | 11k | 28.27 |
2022-09-30 | $527k | 19k | 27.23 |
2022-06-30 | $600k | 19k | 31.04 |
2022-03-31 | $660k | 19k | 34.58 |