Fermata Advisors, LLC Ishares U.S. Consumer Staples Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding IYK
# of Institutions
260Shares Held
9.8MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$103 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$51.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$50.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY686KShares$47.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$40.1 Million0.0% of portfolio