Fermata Advisors, LLC Ishares Tr Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 5,941 shares of MBB stock, worth $568,910. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,941
Previous 4,370
35.95%
Holding current value
$568,910
Previous $403,000
35.24%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
909Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.97 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.79 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.4 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.73 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.61 Billion0.68% of portfolio