Avantax Advisory Services, Inc. Fidelity Covington Tr Msci Uti Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 43,877 shares of FUTY stock, worth $2.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,877

Previous 25,643 71.11%

Holding current value

$2.19 Million

Previous $1.13 Million 101.69%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$43.67 - $51.82 $796,278 - $944,885	18,234 Added 71.11%	43,877 $2.27 Million
Q2 2024 Aug 09, 2024	SELL	$40.5 - $47.0 $55,687 - $64,625	-1,375 Reduced 5.09%	25,643 $1.13 Million
Q1 2024 May 08, 2024	BUY	$38.61 - $42.42 $2,895 - $3,181	75 Added 0.28%	27,018 $1.15 Million
Q4 2023 Feb 07, 2024	BUY	$36.18 - $42.29 $974,797 - $1.14 Million	26,943 New	26,943 $1.1 Million
Q3 2022 Nov 01, 2022	SELL	$42.22 - $50.2 $33,649 - $40,009	-797 Reduced 10.8%	6,585 $278,000
Q2 2022 Aug 02, 2022	SELL	$41.6 - $49.41 $59,113 - $70,211	-1,421 Reduced 16.14%	7,382 $333,000
Q1 2022 Apr 27, 2022	BUY	$41.94 - $47.96 $369,197 - $422,191	8,803 New	8,803 $421,000
Q2 2021 Jul 29, 2021	SELL	$41.03 - $43.75 $288,112 - $307,212	-7,022 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$37.95 - $41.59 $109,599 - $120,111	-2,888 Reduced 29.14%	7,022 $290,000
Q4 2020 Jan 22, 2021	SELL	$38.33 - $42.89 $286,900 - $321,031	-7,485 Reduced 43.03%	9,910 $400,000
Q3 2020 Oct 14, 2020	SELL	$36.53 - $39.64 $119,087 - $129,226	-3,260 Reduced 15.78%	17,395 $667,000
Q2 2020 Aug 06, 2020	BUY	$33.58 - $40.67 $43,989 - $53,277	1,310 Added 6.77%	20,655 $755,000
Q1 2020 Apr 30, 2020	BUY	$29.08 - $46.21 $562,552 - $893,932	19,345 New	19,345 $695,000

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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Avantax Advisory Services, Inc. Fidelity Covington Tr Msci Uti Transaction History