Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 1,993 shares of RWK stock, worth $242,328. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,993
Previous 2,695
26.05%
Holding current value
$242,328
Previous $313,000
26.2%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding RWK
# of Institutions
117Shares Held
4.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC558KShares$67.8 Million0.03% of portfolio
-
Fusion Family Wealth LLC503KShares$61.2 Million5.36% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$39.3 Million0.01% of portfolio
-
Prism Advisors, Inc.187KShares$22.8 Million6.56% of portfolio