Fermata Advisors, LLC Columbia ETF Tr I Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 100,342 shares of RECS stock, worth $3.57 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
100,342
Previous 169,870
40.93%
Holding current value
$3.57 Million
Previous $5.76 Million
39.7%
% of portfolio
0.68%
Previous 1.19%
Shares
5 transactions
Others Institutions Holding RECS
# of Institutions
85Shares Held
23.6MCall 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$63.8 Million0.02% of portfolio
-
Fundamentun, LLC Beachwood, OH1.41MShares$50.2 Million3.12% of portfolio
-
Amplius Wealth Advisors, LLC1.35MShares$48 Million5.5% of portfolio