Fermata Advisors, LLC Columbia ETF Tr I Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Fermata Advisors, LLC holds 302,933 shares of RECS stock, worth $9.91 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
302,933
Previous 320,019
5.34%
Holding current value
$9.91 Million
Previous $8.87 Million
5.83%
% of portfolio
2.14%
Previous 2.13%
Shares
2 transactions
Others Institutions Holding RECS
# of Institutions
39Shares Held
10.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.72MShares$89.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$60.7 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.17MShares$38.1 Million4.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.03MShares$33.6 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN736KShares$24.1 Million0.05% of portfolio