Back to HB Wealth Management, LLC HB Wealth Management, LLC

UTGUTG
3 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in REAVES UTILITY INCOME FUND

HB Wealth Management, LLC previously held 0 shares of UTG (REAVES UTILITY INCOME FUND), worth $0 as of 2022-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$206,000

Total Shares Change

-5,862

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2022-Q2
Latest
Exited
0
-100.0%
$00.0%$22.95
0
2022-Q1
Unchanged
5,862
0.0%
$203,0000.0%$25.16
0
2021-Q4
New
5,862
-
$206,0000.0%$25.26
32

Other major holders of UTG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used