Bernard Wealth Management Corp. Fidelity Covington Tr Msci Uti Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3 shares of FUTY stock, worth $180. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$180

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 14, 2025	BUY	$52.31 - $56.47 $156 - $169	3 New	3 $170,000

Others Institutions Holding FUTY

# of Institutions

251

Shares Held

18.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.8M
Shares

$528 Million
0.03% of portfolio
Ae Wealth Management LLC

873K
Shares

$52.4 Million
0.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

745K
Shares

$44.7 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

607K
Shares

$36.5 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

575K
Shares

$34.5 Million
0.12% of portfolio

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About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
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Bernard Wealth Management Corp. Fidelity Covington Tr Msci Uti Transaction History