Concord Wealth Partners Fidelity Covington Tr Msci Uti Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Concord Wealth Partners holds 29 shares of FUTY stock, worth $1,451. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 29 -0.0%
Holding current value
$1,451
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$43.67 - $51.82 $131 - $155
-3 Reduced 9.38%
29 $1,000
Q4 2023

Apr 30, 2024
SELL
$36.18 - $42.29 $1,121 - $1,310
-31 Reduced 49.21%
32 $1,000
Q4 2023

Feb 05, 2024
SELL
$36.18 - $42.29 $1,121 - $1,310
-31 Reduced 49.21%
32 $1,000
Q3 2023

Apr 30, 2024
BUY
$37.86 - $44.18 $1,173 - $1,369
31 Added 96.88%
63 $2,000
Q3 2023

Oct 25, 2023
SELL
$37.86 - $44.18 $605 - $706
-16 Reduced 20.25%
63 $2,000
Q2 2023

Aug 07, 2023
SELL
$41.65 - $45.15 $208 - $225
-5 Reduced 5.95%
79 $3,000
Q1 2023

Apr 26, 2023
SELL
$41.24 - $46.68 $11,547 - $13,070
-280 Reduced 76.92%
84 $3,000
Q4 2022

Jan 27, 2023
BUY
$39.83 - $46.97 $14,498 - $17,097
364 New
364 $16,000
Q1 2022

Apr 20, 2022
SELL
$41.94 - $47.96 $4,990 - $5,707
-119 Reduced 58.62%
84 $4,000
Q4 2021

Jan 21, 2022
BUY
$41.19 - $46.32 $6,137 - $6,901
149 Added 275.93%
203 $9,000
Q3 2021

Nov 09, 2021
SELL
$40.99 - $45.14 $1,721 - $1,895
-42 Reduced 43.75%
54 $2,000
Q2 2021

Jul 29, 2021
SELL
$41.03 - $43.75 $3,282 - $3,500
-80 Reduced 45.45%
96 $4,000
Q1 2021

May 13, 2021
BUY
$37.95 - $41.59 $5,502 - $6,030
145 Added 467.74%
176 $7,000
Q4 2020

Feb 16, 2021
BUY
$38.33 - $42.89 $1,188 - $1,329
31 New
31 $1,000

Others Institutions Holding FUTY

# of Institutions
228
Shares Held
17.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

FUTY Quotes by TradingView
  • Ticker FUTY
  • Sector ETFs
  • Industry ETFs
More about FUTY
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email