Atria Wealth Solutions, Inc. Fidelity Covington Tr Msci Uti Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,434 shares of FUTY stock, worth $910,639. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,434

Previous 31,669 41.79%

Holding current value

$910,639

Previous $1.39 Million 31.39%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$43.67 - $51.82 $577,972 - $685,837	-13,235 Reduced 41.79%	18,434 $955,000
Q2 2024 Jul 22, 2024	BUY	$40.5 - $47.0 $296,136 - $343,664	7,312 Added 30.02%	31,669 $1.39 Million
Q1 2024 May 13, 2024	BUY	$38.61 - $42.42 $2,084 - $2,290	54 Added 0.22%	24,357 $1.03 Million
Q4 2023 Feb 02, 2024	SELL	$36.18 - $42.29 $47,323 - $55,315	-1,308 Reduced 5.11%	24,303 $993,000
Q3 2023 Nov 08, 2023	SELL	$37.86 - $44.18 $40,548 - $47,316	-1,071 Reduced 4.01%	25,611 $971,000
Q2 2023 Aug 03, 2023	SELL	$41.65 - $45.15 $56,019 - $60,726	-1,345 Reduced 4.8%	26,682 $1.13 Million
Q1 2023 Aug 22, 2023	BUY	$41.24 - $46.68 $7,546 - $8,542	183 Added 0.69%	26,865 $1.18 Million
Q1 2023 Jun 14, 2023	BUY	$41.24 - $46.68 $47,920 - $54,242	1,162 Added 4.33%	28,027 $1.23 Million
Q1 2023 May 10, 2023	SELL	$41.24 - $46.68 $47,920 - $54,242	-1,162 Reduced 4.15%	26,865 $1.18 Million
Q4 2022 Aug 30, 2023	BUY	$39.83 - $46.97 $53,571 - $63,174	1,345 Added 5.04%	28,027 $1.28 Million
Q4 2022 Feb 13, 2023	SELL	$39.83 - $46.97 $716 - $845	-18 Reduced 0.06%	28,027 $1.28 Million
Q3 2022 Feb 13, 2023	SELL	$42.22 - $50.2 $6,290 - $7,479	-149 Reduced 0.53%	28,045 $1.29 Million
Q3 2022 Nov 14, 2022	BUY	$42.22 - $50.2 $47,835 - $56,876	1,133 Added 4.19%	28,194 $1.25 Million
Q2 2022 Aug 15, 2022	SELL	$41.6 - $49.41 $634,566 - $753,700	-15,254 Reduced 36.05%	27,061 $1.22 Million
Q1 2022 May 16, 2022	BUY	$41.94 - $47.96 $1.77 Million - $2.03 Million	42,315 New	42,315 $2.03 Million

Others Institutions Holding FUTY

# of Institutions

208

Shares Held

12M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
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Atria Wealth Solutions, Inc. Fidelity Covington Tr Msci Uti Transaction History