Kingsview Wealth Management, LLC Fidelity Covington Tr Msci Uti Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,325 shares of FUTY stock, worth $331,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,325

Previous 6,664 5.09%

Holding current value

$331,683

Previous $292,000 11.99%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$43.67 - $51.82 $14,804 - $17,566	-339 Reduced 5.09%	6,325 $327,000
Q2 2024 Aug 14, 2024	SELL	$40.5 - $47.0 $3,240 - $3,760	-80 Reduced 1.19%	6,664 $292,000
Q1 2024 May 09, 2024	BUY	$38.61 - $42.42 $965 - $1,060	25 Added 0.37%	6,744 $286,000
Q4 2023 Feb 08, 2024	SELL	$36.18 - $42.29 $63,712 - $74,472	-1,761 Reduced 20.77%	6,719 $274,000
Q3 2023 Nov 07, 2023	SELL	$37.86 - $44.18 $19,119 - $22,310	-505 Reduced 5.62%	8,480 $321,000
Q2 2023 Aug 10, 2023	SELL	$41.65 - $45.15 $153,605 - $166,513	-3,688 Reduced 29.1%	8,985 $379,000
Q1 2023 May 15, 2023	SELL	$41.24 - $46.68 $90,439 - $102,369	-2,193 Reduced 14.75%	12,673 $555,000
Q4 2022 Feb 13, 2023	SELL	$39.83 - $46.97 $70,021 - $82,573	-1,758 Reduced 10.58%	14,866 $677,000
Q3 2022 Nov 14, 2022	SELL	$42.22 - $50.2 $5,108 - $6,074	-121 Reduced 0.72%	16,624 $702,000
Q2 2022 Aug 16, 2022	BUY	$41.6 - $49.41 $67,142 - $79,747	1,614 Added 10.67%	16,745 $756,000
Q1 2022 Feb 08, 2024	BUY	$41.94 - $47.96 $420,993 - $481,422	10,038 Added 149.4%	16,757 $802,000
Q4 2021 Feb 17, 2022	BUY	$41.19 - $46.32 $6,302 - $7,086	153 Added 1.02%	15,131 $701,000
Q3 2021 Dec 03, 2021	BUY	$40.99 - $45.14 $11,354 - $12,503	277 Added 1.88%	14,978 $616,000
Q2 2021 Aug 17, 2021	BUY	$41.03 - $43.75 $23,797 - $25,375	580 Added 4.11%	14,701 $610,000
Q1 2021 May 24, 2021	BUY	$37.95 - $41.59 $21,935 - $24,039	578 Added 4.27%	14,121 $586,000
Q4 2020 Feb 16, 2021	BUY	$38.33 - $42.89 $57,686 - $64,549	1,505 Added 12.5%	13,543 $550,000
Q3 2020 Nov 19, 2020	BUY	$36.53 - $39.64 $51,872 - $56,288	1,420 Added 13.37%	12,038 $457,000
Q2 2020 Aug 14, 2020	BUY	$33.58 - $40.67 $138,114 - $167,275	4,113 Added 63.23%	10,618 $387,000
Q1 2020 May 11, 2020	BUY	$29.08 - $46.21 $189,165 - $300,596	6,505 New	6,505 $234,000

Others Institutions Holding FUTY

# of Institutions

206

Shares Held

12M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
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Kingsview Wealth Management, LLC Fidelity Covington Tr Msci Uti Transaction History