Number of Shares
5,489.00
Current Holdings Value*
$414,940.00
% of Portfolio
0.46%
Total Estimate Gain
$54,626.53
% of Total Estimate Gain
14.35%

Red Mountain Financial, LLC's Virtus Reaves Utilities ETF Holding Summary

As of 2025-06-30, Red Mountain Financial, LLC held 5,489.00 shares of Virtus Reaves Utilities ETF(UTES), totaling $414,940.00. This investment constitutes 0.46% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.07% of the outstanding Virtus Reaves Utilities ETF(UTES) stock.

The initial trade took place in 2025Q2. And since then Red Mountain Financial, LLC has made 1 purchases of UTES, at an average price of $69.35, for a total of 5,489.00 shares. Based on historical transaction data and UTES's current price of $79.30, Red Mountain Financial, LLC's estimated gain on his UTES holdings is $54,626.53, reflecting a 14.35% gain to date.

Red Mountain Financial, LLC UTES ($79.30) Holding Chart

Red Mountain Financial, LLC UTES ($79.30) 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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