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

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 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 46,425 shares of FUTY stock, worth $2.58 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
46,425
Previous 22,075 110.31%
Holding current value
$2.58 Million
Previous $1.12 Million 117.17%
% of portfolio
1.81%
Previous 0.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
246
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

FUTY Quotes by TradingView
  • Ticker FUTY
  • Sector ETFs
  • Industry ETFs
More about FUTY
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email