Fermata Advisors, LLC Ishares Core High Dividend ETF Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,067 shares of HDV stock, worth $331,818. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,067
Previous 5,335
42.51%
Holding current value
$331,818
Previous $544,000
37.87%
% of portfolio
0.08%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding HDV
# of Institutions
762Shares Held
42.8MCall Options Held
938KPut Options Held
27.4K-
Bank Of America Corp Charlotte, NC4.74MShares$513 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.1MShares$336 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$325 Million7.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.85MShares$201 Million0.11% of portfolio
-
Ubs Group Ag1.55MShares$168 Million0.04% of portfolio