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 105,635 shares of RWL stock, worth $10.9 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
105,635
Previous 92,025
14.79%
Holding current value
$10.9 Million
Previous $9.02 Million
14.62%
% of portfolio
2.03%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding RWL
# of Institutions
219Shares Held
25.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.46MShares$357 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.21MShares$331 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.85MShares$293 Million0.02% of portfolio
-
Allworth Financial LP2.4MShares$247 Million1.46% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$192 Million0.02% of portfolio