Epg Wealth Management LLC Fidelity Covington Tr Msci Uti Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,417 shares of FUTY stock, worth $75,568. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,417
Previous 0 Infinity%
Holding current value
$75,568
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$43.67 - $51.82 $61,880 - $73,428
1,417 New
1,417 $73.4 Million
Q2 2024

Aug 13, 2024
SELL
$40.5 - $47.0 $72,859 - $84,553
-1,799 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$38.61 - $42.42 $308 - $339
8 Added 0.45%
1,799 $76,000
Q4 2023

Feb 14, 2024
BUY
$36.18 - $42.29 $325 - $380
9 Added 0.51%
1,791 $73,000
Q3 2023

Nov 13, 2023
SELL
$37.86 - $44.18 $2,915 - $3,401
-77 Reduced 4.14%
1,782 $67,000
Q2 2023

Aug 15, 2023
SELL
$41.65 - $45.15 $46,648 - $50,568
-1,120 Reduced 37.6%
1,859 $78,000
Q1 2023

May 15, 2023
BUY
$41.24 - $46.68 $42,229 - $47,800
1,024 Added 52.38%
2,979 $130,000
Q4 2022

Feb 14, 2023
BUY
$39.83 - $46.97 $358 - $422
9 Added 0.46%
1,955 $89,000
Q3 2022

Nov 15, 2022
BUY
$42.22 - $50.2 $82,160 - $97,689
1,946 New
1,946 $82,000
Q2 2022

Aug 15, 2022
SELL
$41.6 - $49.41 $70,886 - $84,194
-1,704 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$41.94 - $47.96 $419 - $479
10 Added 0.59%
1,704 $82,000
Q4 2021

Feb 14, 2022
BUY
$41.19 - $46.32 $370 - $416
9 Added 0.53%
1,694 $78,000
Q3 2021

Nov 15, 2021
BUY
$40.99 - $45.14 $69,068 - $76,060
1,685 New
1,685 $69,000
Q2 2020

Aug 06, 2020
SELL
$33.58 - $40.67 $100,001 - $121,115
-2,978 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$29.08 - $46.21 $208,445 - $331,233
-7,168 Reduced 70.65%
2,978 $107,000
Q4 2019

Feb 14, 2020
BUY
$40.24 - $42.53 $408,275 - $431,509
10,146 New
10,146 $429,000

Others Institutions Holding FUTY

# of Institutions
208
Shares Held
12M
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 Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email