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 7,718 shares of IUS stock, worth $381,192. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,718
Previous 7,657 0.8%
Holding current value
$381,192
Previous $363,000 6.89%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$46.07 - $50.3 $2,810 - $3,068
61 Added 0.8%
7,718 $388,000
Q2 2024

Jul 12, 2024

SELL
$45.1 - $47.67 $1,804 - $1,906
-40 Reduced 0.52%
7,657 $363,000
Q1 2024

Apr 12, 2024

SELL
$42.73 - $47.46 $619,157 - $687,695
-14,490 Reduced 65.31%
7,697 $365,000
Q4 2023

Jan 19, 2024

BUY
$38.09 - $43.63 $845,102 - $968,018
22,187 New
22,187 $960,000

Others Institutions Holding IUS

About INVESCO EX-TRADED SELF INDX FD


  • Ticker IUS
  • Sector ETFs
  • Industry ETFs
More about IUS
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.