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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 6,251 shares of FUTY stock, worth $306,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,251
Previous 3,526 77.28%
Holding current value
$306,986
Previous $155,000 108.39%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
208
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

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