Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

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 28,675 shares of FUTY stock, worth $1.64 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

28,675

Previous 46,425 38.23%

Holding current value

$1.64 Million

Previous $2.44 Million 33.67%

% of portfolio

1.09%

Previous 1.81%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$52.31 - $56.47 $928,502 - $1 Million	-17,750 Reduced 38.23%	28,675 $1.62 Million
Q2 2025 Jul 29, 2025	BUY	$47.29 - $53.34 $1.15 Million - $1.3 Million	24,350 Added 110.31%	46,425 $2.44 Million
Q1 2025 Apr 24, 2025	SELL	$48.13 - $51.78 $1.31 Million - $1.41 Million	-27,300 Reduced 55.29%	22,075 $1.12 Million
Q4 2024 Feb 13, 2025	SELL	$48.17 - $53.38 $361,275 - $400,350	-7,500 Reduced 13.19%	49,375 $2.41 Million
Q3 2024 Nov 01, 2024	BUY	$43.67 - $51.82 $2.48 Million - $2.95 Million	56,875 New	56,875 $2.95 Million

Others Institutions Holding FUTY

# of Institutions

249

Shares Held

19.1M

Call Options Held

4.6K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI UTI

Ticker FUTY
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Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History