Capital Advisory Group Advisory Services, LLC Fidelity Covington Tr Msci Uti Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$40.99 - $45.14 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 12, 2021	BUY	$41.03 - $43.75 $0 - $0	0 New	0 $0

Others Institutions Holding FUTY

# of Institutions

208

Shares Held

12M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

4.65M
Shares

$230 Million
0.02% of portfolio
Ae Wealth Management LLC

631K
Shares

$31.2 Million
0.33% of portfolio
Lido Advisors, LLC Los Angeles, CA

528K
Shares

$26.1 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

335K
Shares

$16.6 Million
0.03% of portfolio
Q3 Asset Management

324K
Shares

$16 Million
4.15% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
Sector ETFs
Industry ETFs

More about FUTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account