Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
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 29,447 shares of XMHQ stock, worth $2.9 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
29,447
Previous 101,505
70.99%
Holding current value
$2.9 Million
Previous $10 Million
73.05%
% of portfolio
0.54%
Previous 1.96%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
415Shares Held
41.3MCall Options Held
4.7KPut Options Held
6.9K-
Lpl Financial LLC Fort Mill, SC5.19MShares$512 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$194 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$186 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$181 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$135 Million0.04% of portfolio