Fermata Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fermata Advisors, LLC holds 219,929 shares of SGOV stock, worth $22.1 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
219,929
Previous 3,226
6717.39%
Holding current value
$22.1 Million
Previous $324,000
6736.11%
% of portfolio
5.34%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
657Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$442 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$377 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$290 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY1.89MShares$189 Million0.02% of portfolio