Fermata Advisors, LLC Columbia ETF Tr Isustainable U Transaction History

Fermata Advisors, LLC

$439 Million
Q1 2024

A detailed history of Fermata Advisors, LLC transactions in Columbia ETF Tr Isustainable U stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,539 shares of ESGS stock, worth $199,579. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,539

Holding current value

$199,579

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$39.97 - $44.53 $181,423 - $202,121	4,539 New	4,539 $202,000

Others Institutions Holding ESGS

# of Institutions

Shares Held

1.18M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

423K
Shares

$18.6 Million
0.01% of portfolio
Silverhawk Asset Management, LLC

187K
Shares

$8.24 Million
5.83% of portfolio
Sowell Financial Services LLC North Little Rock, AR

119K
Shares

$5.22 Million
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

118K
Shares

$5.18 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

89K
Shares

$3.91 Million
0.04% of portfolio

View Full List

About COLUMBIA ETF TR ISUSTAINABLE U

Ticker ESGS
Sector ETFs
Industry ETFs

More about ESGS

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Fermata Advisors, LLC Columbia ETF Tr Isustainable U Transaction History