Old Port Advisors UTES Holdings History
Number of Shares
14,793.00
Current Holdings Value*
$955,630.00
% of Portfolio
0.28%
Total Estimate Gain
$114,941.61
% of Total Estimate Gain
11.57%
Old Port Advisors's Virtus Reaves Utilities ETF Holding Summary
As of 2025-03-31, Old Port Advisors held 14,793.00 shares of Virtus Reaves Utilities ETF(UTES), totaling $955,630.00. This investment constitutes 0.28% of their stock portfolio, and Old Port Advisors now holds 0.23% of the outstanding Virtus Reaves Utilities ETF(UTES) stock.
The initial trade took place in 2025Q1. And since then Old Port Advisors has made 1 purchases of UTES, at an average price of $67.14, for a total of 14,793.00 shares. Based on historical transaction data and UTES's current price of $74.91, Old Port Advisors's estimated gain on his UTES holdings is $114,941.61, reflecting a 11.57% gain to date.
Old Port Advisors UTES ($74.91) Holding Chart
Old Port Advisors UTES ($74.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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