Fermata Advisors, LLC Invesco Ex Traded Self Indx Fd Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Fermata Advisors, LLC holds 7,258 shares of IUS stock, worth $355,206. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,258
Previous 7,820
7.19%
Holding current value
$355,206
Previous $388,000
8.51%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IUS
# of Institutions
93Shares Held
6.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$50.6 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$26 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$19.2 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC347KShares$17 Million3.24% of portfolio
-
Northwestern Mutual Wealth Management CO281KShares$13.7 Million0.01% of portfolio