Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 49,375 shares of FUTY stock, worth $2.56 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
49,375
Previous 56,875
13.19%
Holding current value
$2.56 Million
Previous $2.95 Million
18.29%
% of portfolio
1.88%
Previous 2.12%
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
226Shares Held
17.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.82MShares$457 Million0.04% of portfolio
-
Ae Wealth Management LLC760KShares$39.3 Million0.36% of portfolio
-
Lido Advisors, LLC Los Angeles, CA549KShares$28.4 Million0.12% of portfolio
-
Demars Financial Group, LLC544KShares$28.2 Million0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC470KShares$24.3 Million0.01% of portfolio