Principia Wealth Advisory, LLC
Position in UTES — Virtus Reaves Utilities ETF
CIK 2041436
DALLAS, TX
All Filings in UTES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UTES | $66,291 | 811 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 UTES | $81,577 | 1,021 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 UTES | $96,713 | 1,225 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 UTES | $105,551 | 1,265 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 UTES | $107,427 | 1,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 UTES | $104,006 | 1,610 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 UTES | $109,395 | 1,716 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||