Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 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 56,875 shares of FUTY stock, worth $2.9 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
56,875Holding current value
$2.9 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding FUTY
# of Institutions
206Shares Held
12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.65MShares$237 Million0.02% of portfolio
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Ae Wealth Management LLC631KShares$32.2 Million0.33% of portfolio
-
Lido Advisors, LLC Los Angeles, CA528KShares$26.9 Million0.13% of portfolio
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Commonwealth Equity Services, LLC335KShares$17.1 Million0.03% of portfolio
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Q3 Asset Management324KShares$16.5 Million4.15% of portfolio