Fermata Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$29.18 - $34.17 $228,450 - $267,516	7,829 New	7,829 $234,000

Others Institutions Holding BAPR

# of Institutions

103

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

409K
Shares

$18.1 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$17.8 Million
0.29% of portfolio
Penserra Capital Management LLC Orinda, CA

304K
Shares

$13.5 Million
0.29% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.1 Million
3.02% of portfolio
Cerity Partners LLC New York, NY

204K
Shares

$9.02 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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