Fermata Advisors, LLC Hartford Fds Exchange Traded Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Fermata Advisors, LLC holds 11,631 shares of HTAB stock, worth $217,732. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,631
Previous 21,881
46.84%
Holding current value
$217,732
Previous $416,000
47.84%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding HTAB
# of Institutions
67Shares Held
16.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.75MShares$51.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$35.6 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.69MShares$31.6 Million3.64% of portfolio
-
Iag Wealth Partners, LLC1.18MShares$22 Million3.95% of portfolio
-
Raymond James & Associates St Petersburg, FL989KShares$18.5 Million0.01% of portfolio