Trail Ridge Investment Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Trail Ridge Investment Advisors, LLC
- $191 Million
- Q2 2024
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 10,124 shares of FUTY stock, worth $528,675. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,124
Previous 9,422
7.45%
Holding current value
$528,675
Previous $399,000
11.53%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding FUTY
# of Institutions
186Shares Held
10.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.33MShares$226 Million0.02% of portfolio
-
Ae Wealth Management LLC548KShares$28.6 Million0.27% of portfolio
-
Lido Advisors, LLC Los Angeles, CA520KShares$27.1 Million0.13% of portfolio
-
Kestra Advisory Services, LLC289KShares$15.1 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ266KShares$13.9 Million0.03% of portfolio