Insight Wealth Strategies, LLC Fidelity Covington Tr Msci Uti Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$38.33 - $42.89 $310,166 - $347,065	-8,092 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$36.53 - $39.64 $686,471 - $744,914	-18,792 Reduced 69.9%	8,092 $307,000
Q2 2020 Jul 31, 2020	SELL	$33.58 - $40.67 $196,678 - $238,204	-5,857 Reduced 17.89%	26,884 $980,000
Q1 2020 Apr 21, 2020	SELL	$29.08 - $46.21 $308,015 - $489,456	-10,592 Reduced 24.44%	32,741 $1.18 Million
Q4 2019 Feb 21, 2020	BUY	$40.24 - $42.53 $1.21 Million - $1.28 Million	30,127 Added 228.13%	43,333 $1.83 Million
Q3 2019 Nov 06, 2019	SELL	$38.93 - $42.6 $329,620 - $360,694	-8,467 Reduced 39.07%	13,206 $561,000
Q2 2019 Aug 06, 2019	BUY	$37.57 - $40.23 $814,254 - $871,904	21,673 New	21,673 $851,000
Q1 2019 Apr 24, 2019	SELL	$34.2 - $38.8 $1.25 Million - $1.42 Million	-36,695 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$33.93 - $37.49 $1.25 Million - $1.38 Million	36,695 New	36,695 $1.28 Million

Others Institutions Holding FUTY

# of Institutions

208

Shares Held

12M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI UTI

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