Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 70,977 shares of RWJ stock, worth $3.23 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
70,977
Previous 70,102
1.25%
Holding current value
$3.23 Million
Previous $3 Million
5.23%
% of portfolio
0.69%
Previous 0.68%
Shares
11 transactions
Others Institutions Holding RWJ
# of Institutions
176Shares Held
19.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.82MShares$128 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.18MShares$99.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$76.9 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.27MShares$57.7 Million5.17% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.26MShares$57.4 Million0.07% of portfolio