Fermata Advisors, LLC Global X Mlp & Energy Infrastr Transaction History
Fermata Advisors, LLC
- $360 Million
- Q4 2025
A detailed history of Fermata Advisors, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Fermata Advisors, LLC holds 17,471 shares of MLPX stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,471
Previous 18,106
3.51%
Holding current value
$1.05 Million
Previous $1.14 Million
7.14%
% of portfolio
0.29%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding MLPX
# of Institutions
338Shares Held
30.7MCall Options Held
187KPut Options Held
41K-
Morgan Stanley New York, NY9.9MShares$598 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$146 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$79.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$62.5 Million0.01% of portfolio
-
Rational Advisors LLC Huntington, NY808KShares$48.8 Million5.98% of portfolio