Fermata Advisors, LLC Ishares Cmbs ETF Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
Shares
11 transactions
Others Institutions Holding CMBS
# of Institutions
88Shares Held
5.76MCall Options Held
0Put Options Held
8.1K-
Pathstone Holdings, LLC Englewood, NJ728KShares$35.5 Million0.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ470KShares$22.9 Million0.14% of portfolio
-
Black Rock Inc. New York, NY470KShares$22.9 Million0.0% of portfolio
-
Arvest Investments, Inc. Rogers, AR438KShares$21.4 Million3.3% of portfolio
-
Ubs Group Ag435KShares$21.2 Million0.01% of portfolio