Fermata Advisors, LLC Alps ETF Tr Intl Sector Divid Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Fermata Advisors, LLC holds 26,527 shares of IDOG stock, worth $837,457. This represents 0.19% of its overall portfolio holdings.
Number of Shares
26,527
Previous 25,818
2.75%
Holding current value
$837,457
Previous $767,000
2.61%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IDOG
# of Institutions
53Shares Held
6.06MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.1.23MShares$38.7 Million1.17% of portfolio
-
Morgan Stanley New York, NY991KShares$31.3 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.580KShares$18.3 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC504KShares$15.9 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN461KShares$14.6 Million0.0% of portfolio