Fermata Advisors, LLC Vanguard Extended Duration Tre Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Fermata Advisors, LLC holds 83,064 shares of EDV stock, worth $6.53 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
83,064
Previous 75,975
9.33%
Holding current value
$6.53 Million
Previous $5.82 Million
4.78%
% of portfolio
1.47%
Previous 1.33%
Shares
10 transactions
Others Institutions Holding EDV
# of Institutions
187Shares Held
13.2MCall Options Held
236KPut Options Held
209K-
Bank Of America Corp Charlotte, NC1.35MShares$106 Million0.01% of portfolio
-
Envestnet Asset Management Inc976KShares$76.7 Million0.03% of portfolio
-
River Front Investment Group, LLC Richmond, VA865KShares$68 Million1.72% of portfolio
-
Morgan Stanley New York, NY800KShares$62.9 Million0.0% of portfolio
-
Hantz Financial Services, Inc.735KShares$57.8 Million1.04% of portfolio