Cary Street Partners Investment Advisory LLC Fidelity Covington Tr Msci Uti Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$41.65 - $45.15 $2,707 - $2,934	-65 Reduced 85.53%	11 $0
Q4 2022 Feb 14, 2023	BUY	$39.83 - $46.97 $3,027 - $3,569	76 New	76 $3,000

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

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About FIDELITY COVINGTON TR MSCI UTI

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