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 $3.14 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

59,236

Previous 59,936 1.17%

Holding current value

$3.14 Million

Previous $2.92 Billion 3.25%

% of portfolio

1.74%

Previous 1.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

227

Shares Held

17.4M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

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