Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / VIRTUS REAVES UT
-
Total 13F shares
-
865,984
-
Share change
-
+356,223
-
Total reported value
-
$44,927,379
-
Price per share
-
$51.84
-
Number of holders
-
32
-
Value change
-
+$18,585,854
-
Number of buys
-
23
-
Number of sells
-
6
Institutional Holders of ETFIS SER TR I - VIRTUS REAVES UT (UTES) as of Q2 2024
As of 30 Jun 2024,
ETFIS SER TR I - VIRTUS REAVES UT (UTES) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
865,984 shares.
The largest 10 holders included
Royal Bank of Canada, Kraft, Davis & Associates, LLC, Beaumont Financial Advisors, LLC, LPL Financial LLC, WJ Wealth Management, LLC, Royal Harbor Partners, LLC, Clear Creek Financial Management, LLC, Fulcrum Equity Management, Belpointe Asset Management LLC, and Atria Wealth Solutions, Inc..
This page lists
32
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.