Soltis Investment Advisors LLC Fidelity Covington Tr Msci Uti Transaction History

Soltis Investment Advisors LLC

$991 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$37.86 - $44.18 $121,947 - $142,303	-3,221 Reduced 14.87%	18,435 $699,000
Q2 2023 Aug 08, 2023	SELL	$41.65 - $45.15 $48,563 - $52,644	-1,166 Reduced 5.11%	21,656 $915,000
Q1 2023 May 03, 2023	SELL	$41.24 - $46.68 $2.36 Million - $2.67 Million	-57,232 Reduced 71.49%	22,822 $1 Million
Q4 2022 Feb 09, 2023	BUY	$39.83 - $46.97 $12,028 - $14,184	302 Added 0.38%	80,054 $3.65 Million
Q3 2022 Nov 14, 2022	BUY	$42.22 - $50.2 $148,487 - $176,553	3,517 Added 4.61%	79,752 $3.37 Million
Q2 2022 Aug 11, 2022	BUY	$41.6 - $49.41 $2.18 Million - $2.59 Million	52,347 Added 219.14%	76,235 $3.44 Million
Q1 2022 May 06, 2022	BUY	$41.94 - $47.96 $1 Million - $1.15 Million	23,888 New	23,888 $1.15 Million

Others Institutions Holding FUTY

# of Institutions

207

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI UTI

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