Fermata Advisors, LLC Hartford Fds Exchange Traded Transaction History

Fermata Advisors, LLC

$510 Million
Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Fermata Advisors, LLC holds 21,881 shares of HTAB stock, worth $423,397. This represents 0.08% of its overall portfolio holdings.

Number of Shares

21,881

Holding current value

$423,397

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$19.26 - $19.88 $421,428 - $434,994	21,881 New	21,881 $423,000

Others Institutions Holding HTAB

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$43.6 Million
0.02% of portfolio
Amplius Wealth Advisors, LLC

1.78M
Shares

$34.3 Million
4.04% of portfolio
Bank Of America Corp Charlotte, NC

1.03M
Shares

$20 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$19.1 Million
0.01% of portfolio
Truist Financial Corp

881K
Shares

$17.1 Million
0.03% of portfolio

View Full List

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
Sector ETFs
Industry ETFs

More about HTAB

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Fermata Advisors, LLC Hartford Fds Exchange Traded Transaction History