Fermata Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Fermata Advisors, LLC holds 5,798 shares of PRFZ stock, worth $237,602. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,798
Previous 5,766
0.55%
Holding current value
$237,602
Previous $239,000
0.84%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
43.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$807 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$54.1 Million0.86% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$52.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$50.8 Million0.02% of portfolio