Fermata Advisors, LLC Invesco S&P Smallcap Health Ca Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding PSCH
# of Institutions
87Shares Held
870KCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.103KShares$4.6 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA87.6KShares$3.93 Million0.0% of portfolio
-
Morgan Stanley New York, NY87.3KShares$3.92 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56KShares$2.51 Million0.0% of portfolio
-
Pacific Sun Financial Corp51.2KShares$2.3 Million1.31% of portfolio