Fermata Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Fermata Advisors, LLC holds 5,798 shares of PRFZ stock, worth $221,773. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,798
Previous 5,766
0.55%
Holding current value
$221,773
Previous $239,000
0.84%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
42.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$753 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$99.9 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.5 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$43.1 Million0.0% of portfolio