Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 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 95,313 shares of XMHQ stock, worth $10.3 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
95,313
Previous 83,749
13.81%
Holding current value
$10.3 Million
Previous $8.13 Million
20.32%
% of portfolio
2.02%
Previous 1.96%
Shares
2 transactions
Others Institutions Holding XMHQ
# of Institutions
358Shares Held
39.2MCall Options Held
6.3KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$538 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$211 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$201 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$199 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$181 Million0.18% of portfolio