Sowell Financial Services LLC Fidelity Covington Tr Msci Uti Transaction History

Sowell Financial Services LLC

$2.05 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$41.24 - $46.68 $1.73 Million - $1.96 Million	-41,932 Reduced 85.81%	6,932 $303,000
Q4 2022 Feb 09, 2023	BUY	$39.83 - $46.97 $1.95 Million - $2.3 Million	48,864 New	48,864 $2.23 Million
Q2 2021 Aug 05, 2021	SELL	$41.03 - $43.75 $317,449 - $338,493	-7,737 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$37.95 - $41.59 $2.85 Million - $3.12 Million	-74,976 Reduced 90.65%	7,737 $330,000
Q4 2020 Jan 13, 2021	BUY	$38.33 - $42.89 $2.86 Million - $3.2 Million	74,602 Added 919.76%	82,713 $3.36 Million
Q3 2020 Nov 12, 2020	BUY	$36.53 - $39.64 $18,338 - $19,899	502 Added 6.6%	8,111 $308,000
Q2 2020 Aug 13, 2020	BUY	$33.58 - $40.67 $67 - $81	2 Added 0.03%	7,609 $278,000
Q1 2020 May 12, 2020	SELL	$29.08 - $46.21 $12,620 - $20,055	-434 Reduced 5.4%	7,607 $273,000
Q4 2019 Feb 07, 2020	SELL	$40.24 - $42.53 $19,757 - $20,882	-491 Reduced 5.75%	8,041 $340,000
Q3 2019 Nov 14, 2019	BUY	$38.93 - $42.6 $11,289 - $12,354	290 Added 3.52%	8,532 $363,000
Q1 2019 May 15, 2019	BUY	$34.2 - $38.8 $18,057 - $20,486	528 Added 6.84%	8,242 $0
Q4 2018 Mar 05, 2019	BUY	$33.93 - $37.49 $261,736 - $289,197	7,714 New	7,714 $269,000

Others Institutions Holding FUTY

# of Institutions

186

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI UTI

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