Fermata Advisors, LLC Listed Fds Tr Horizon Kinetics Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$29.55 - $33.95 $219,970 - $252,723	-7,444 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$29.3 - $31.9 $218,109 - $237,463	7,444 New	7,444 $232,000

Others Institutions Holding INFL

# of Institutions

125

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$168 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$92.7 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$26 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$16.6 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$15.5 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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