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 101,505 shares of XMHQ stock, worth $10.4 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
101,505
Previous 95,313
6.5%
Holding current value
$10.4 Million
Previous $9.78 Million
2.23%
% of portfolio
1.96%
Previous 2.02%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
359Shares Held
39.8MCall Options Held
6.3KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$508 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$199 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$190 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$188 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$171 Million0.18% of portfolio