Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 65,178 shares of FUTY stock, worth $3.25 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
65,178
Previous 111,117
41.34%
Holding current value
$3.25 Million
Previous $5.76 Billion
44.8%
% of portfolio
0.24%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
227Shares Held
17.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.82MShares$440 Million0.04% of portfolio
-
Ae Wealth Management LLC760KShares$37.9 Million0.36% of portfolio
-
Lido Advisors, LLC Los Angeles, CA549KShares$27.4 Million0.12% of portfolio
-
Demars Financial Group, LLC544KShares$27.1 Million0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC470KShares$23.4 Million0.01% of portfolio