Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,304 shares of FUTY stock, worth $2.28 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
41,304
Previous 40,463
2.08%
Holding current value
$2.28 Million
Previous $2.06 Billion
5.38%
% of portfolio
0.17%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding FUTY
# of Institutions
251Shares Held
18.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.8MShares$486 Million0.03% of portfolio
-
Ae Wealth Management LLC873KShares$48.3 Million0.39% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ745KShares$41.2 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$33.5 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA575KShares$31.8 Million0.12% of portfolio