Life Plan Investment Advisors, Inc. Fidelity Covington Tr Msci Uti Transaction History

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 59,236 shares of FUTY stock, worth $3.29 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
59,236
Previous 59,936 1.17%
Holding current value
$3.29 Million
Previous $2.92 Billion 3.25%
% of portfolio
1.74%
Previous 1.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$48.13 - $51.78 $33,691 - $36,246
-700 Reduced 1.17%
59,236 $3.02 Billion
Q4 2024

Feb 14, 2025
SELL
$48.17 - $53.38 $89,403 - $99,073
-1,856 Reduced 3.0%
59,936 $2.92 Billion
Q3 2024

Jan 21, 2025
SELL
$43.67 - $51.82 $238,045 - $282,470
-5,451 Reduced 8.11%
61,792 $3.2 Billion
Q2 2024

Jan 21, 2025
BUY
$40.5 - $47.0 $54,715 - $63,497
1,351 Added 2.05%
67,243 $2.96 Billion
Q1 2024

Jan 21, 2025
SELL
$38.61 - $42.42 $1.15 Million - $1.26 Million
-29,695 Reduced 31.07%
65,892 $2.8 Billion
Q4 2023

Jan 21, 2025
BUY
$36.18 - $42.29 $117,078 - $136,850
3,236 Added 3.5%
95,587 $3.91 Billion
Q3 2023

Jan 21, 2025
BUY
$37.86 - $44.18 $245,938 - $286,993
6,496 Added 7.57%
92,351 $3.5 Billion
Q2 2023

Jan 21, 2025
BUY
$41.65 - $45.15 $3.58 Million - $3.88 Million
85,855 New
85,855 $3.63 Billion

Others Institutions Holding FUTY

# of Institutions
246
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

FUTY Quotes by TradingView
  • Ticker FUTY
  • Sector ETFs
  • Industry ETFs
More about FUTY
Track This Portfolio

Track Life Plan Investment Advisors, Inc. Portfolio

Follow Life Plan Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email