Svb Wealth LLC Fidelity Covington Tr Msci Uti Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$38.33 - $42.89 $223,003 - $249,534	-5,818 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$36.53 - $39.64 $87,160 - $94,581	-2,386 Reduced 29.08%	5,818 $221,000
Q2 2020 Aug 05, 2020	SELL	$33.58 - $40.67 $208,901 - $253,008	-6,221 Reduced 43.13%	8,204 $299,000
Q1 2020 May 11, 2020	SELL	$29.08 - $46.21 $213,127 - $338,673	-7,329 Reduced 33.69%	14,425 $518,000
Q4 2019 Feb 13, 2020	SELL	$40.24 - $42.53 $8,410 - $8,888	-209 Reduced 0.95%	21,754 $920,000
Q3 2019 Nov 01, 2019	SELL	$38.93 - $42.6 $175,846 - $192,424	-4,517 Reduced 17.06%	21,963 $933,000
Q2 2019 Jul 10, 2019	BUY	$37.57 - $40.23 $994,853 - $1.07 Million	26,480 New	26,480 $1.04 Million

Others Institutions Holding FUTY

# of Institutions

201

Shares Held

11M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI UTI

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