Fermata Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,649 shares of QUAL stock, worth $456,184. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,649
Previous 1,965
34.81%
Holding current value
$456,184
Previous $289,000
50.52%
% of portfolio
0.1%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,286Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.66 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.25 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.52 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio