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Reaves Utility Income Fund shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 7.6k 26.96

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Reaves Utility Income Fund

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
LPL Financial
Raymond James & Associates
Ameriprise Financial
J.w. Cole Advisors
Commonwealth Equity Services
Private Advisor
Guggenheim Capital, LLC Managers
HBW Advisory Services
Stifel Financial
Sterling Investment Advisors

View all funds holding Reaves Utility Income Fund