Red Mountain Financial, LLC UTES Holdings History
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 % |
Top Ranked Articles
- 1