Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 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 40,463 shares of FUTY stock, worth $2.06 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
40,463
Previous 65,178
37.92%
Holding current value
$2.06 Million
Previous $3.18 Billion
35.14%
% of portfolio
0.08%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding FUTY
# of Institutions
231Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.82MShares$449 Million0.04% of portfolio
-
Ae Wealth Management LLC760KShares$38.7 Million0.36% of portfolio
-
Demars Financial Group, LLC574KShares$29.3 Million0.32% of portfolio
-
Lido Advisors, LLC Los Angeles, CA549KShares$28 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC470KShares$23.9 Million0.01% of portfolio