Kingswood Wealth Advisors, LLC Fidelity Covington Tr Msci Uti Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 65,178 shares of FUTY stock, worth $3.28 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
65,178
Previous 111,117
41.34%
Holding current value
$3.28 Million
Previous $5.76 Billion
44.8%
% of portfolio
0.24%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
207Shares Held
11.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.65MShares$234 Million0.02% of portfolio
-
Ae Wealth Management LLC631KShares$31.8 Million0.33% of portfolio
-
Lido Advisors, LLC Los Angeles, CA528KShares$26.6 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC335KShares$16.9 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC300KShares$15.1 Million0.01% of portfolio