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
$115,681.26
% of Total Estimate Gain
11.65%

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 $74.96, Old Port Advisors's estimated gain on his UTES holdings is $115,681.26, reflecting a 11.65% gain to date.

Old Port Advisors UTES ($74.96) Holding Chart

Old Port Advisors UTES ($74.96) 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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