Steward Partners Investment Advisory, LLC Fidelity Covington Tr Msci Uti Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,758 shares of FUTY stock, worth $295,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,758

Previous 6,251 7.89%

Holding current value

$295,155

Previous $323,000 13.31%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$48.17 - $53.38 $23,747 - $26,316	-493 Reduced 7.89%	5,758 $280,000
Q3 2024 Nov 14, 2024	BUY	$43.67 - $51.82 $119,000 - $141,209	2,725 Added 77.28%	6,251 $323,000
Q2 2024 Aug 08, 2024	SELL	$40.5 - $47.0 $11,664 - $13,536	-288 Reduced 7.55%	3,526 $155,000
Q1 2024 May 15, 2024	SELL	$38.61 - $42.42 $1.41 Million - $1.55 Million	-36,544 Reduced 90.55%	3,814 $161,000
Q4 2023 Feb 12, 2024	BUY	$36.18 - $42.29 $54,306 - $63,477	1,501 Added 3.86%	40,358 $1.65 Million
Q3 2023 Nov 13, 2023	BUY	$37.86 - $44.18 $1.41 Million - $1.65 Million	37,359 Added 2493.93%	38,857 $1.47 Million
Q2 2023 Aug 14, 2023	BUY	$41.65 - $45.15 $32,403 - $35,126	778 Added 108.06%	1,498 $63,000
Q1 2023 May 15, 2023	BUY	$41.24 - $46.68 $453 - $513	11 Added 1.55%	720 $31,000
Q4 2022 Feb 15, 2023	SELL	$39.83 - $46.97 $278 - $328	-7 Reduced 0.98%	709 $32,000
Q3 2022 Nov 10, 2022	SELL	$42.22 - $50.2 $2,068 - $2,459	-49 Reduced 6.41%	716 $30,000
Q2 2022 Aug 04, 2022	BUY	$41.6 - $49.41 $22,048 - $26,187	530 Added 225.53%	765 $35,000
Q1 2022 May 02, 2022	BUY	$41.94 - $47.96 $2,180 - $2,493	52 Added 28.42%	235 $11,000
Q4 2021 Feb 08, 2022	BUY	$41.19 - $46.32 $7,537 - $8,476	183 New	183 $8,000
Q1 2018 Apr 20, 2018	SELL	$31.11 - $34.21 $2,333 - $2,565	-75 Closed	0 $0
Q2 2017 Nov 22, 2017	BUY	N/A	75	75 $2,000

Others Institutions Holding FUTY

# of Institutions

226

Shares Held

17.2M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

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Steward Partners Investment Advisory, LLC Fidelity Covington Tr Msci Uti Transaction History