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

Primoris Wealth Advisors, LLC

  • $119 Million
  • Q1 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 22,075 shares of FUTY stock, worth $1.12 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
22,075
Previous 49,375 55.29%
Holding current value
$1.12 Million
Previous $2.41 Million 53.32%
% of portfolio
0.95%
Previous 1.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
231
Shares Held
17.3M
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
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