Fermata Advisors, LLC Hartford Multifactor Emerging Transaction History

Fermata Advisors, LLC

$510 Million
Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Hartford Multifactor Emerging stock. As of the latest transaction made, Fermata Advisors, LLC holds 30,007 shares of ROAM stock, worth $695,262. This represents 0.13% of its overall portfolio holdings.

Number of Shares

30,007

Holding current value

$695,262

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$22.81 - $25.56 $684,459 - $766,978	30,007 New	30,007 $684,000

Others Institutions Holding ROAM

# of Institutions

Shares Held

1.04M

Call Options Held

Put Options Held

Stratos Wealth Partners, Ltd.

241K
Shares

$5.59 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$5.31 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

107K
Shares

$2.49 Million
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

86.7K
Shares

$2.01 Million
0.0% of portfolio
Resource Planning Group

53.3K
Shares

$1.24 Million
0.75% of portfolio

View Full List

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
Sector ETFs
Industry ETFs

More about ROAM

Track This Portfolio

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.

Account

Fermata Advisors, LLC Hartford Multifactor Emerging Transaction History