Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Uti Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$41.6 - $49.41 $1.15 Million - $1.36 Million	-27,609 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$41.94 - $47.96 $22,228 - $25,418	530 Added 1.96%	27,609 $1.32 Million
Q4 2021 Feb 11, 2022	SELL	$41.19 - $46.32 $106,023 - $119,227	-2,574 Reduced 8.68%	27,079 $1.25 Million
Q3 2021 Nov 18, 2021	BUY	$40.99 - $45.14 $301,604 - $332,140	7,358 Added 33.0%	29,653 $1.22 Million
Q2 2021 Jul 22, 2021	SELL	$41.03 - $43.75 $104,831 - $111,781	-2,555 Reduced 10.28%	22,295 $915,000
Q1 2021 Apr 21, 2021	SELL	$37.95 - $41.59 $163,526 - $179,211	-4,309 Reduced 14.78%	24,850 $1.03 Million
Q4 2020 Feb 09, 2021	SELL	$38.33 - $42.89 $14,105 - $15,783	-368 Reduced 1.25%	29,159 $1.18 Million
Q3 2020 Nov 02, 2020	BUY	$36.53 - $39.64 $1.08 Million - $1.17 Million	29,527 New	29,527 $1,000

Others Institutions Holding FUTY

# of Institutions

209

Shares Held

12M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI UTI

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