Fermata Advisors, LLC Columbia ETF Tr I Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 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 169,870 shares of RECS stock, worth $6.06 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
169,870
Previous 174,516
2.66%
Holding current value
$6.06 Million
Previous $5.63 Million
2.29%
% of portfolio
1.19%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding RECS
# of Institutions
67Shares Held
21.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$213 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$109 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$63.9 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC1.22MShares$43.4 Million5.07% of portfolio
-
Morgan Stanley New York, NY1.18MShares$41.9 Million0.0% of portfolio