Fermata Advisors, LLC Columbia ETF Tr I Multi Sector Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$20.15 - $20.83 $197,067 - $203,717	9,780 New	9,780 $201,000

Others Institutions Holding MUST

# of Institutions

70

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

2.83M
Shares

$57.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.7M
Shares

$34.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$20.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

890K
Shares

$18.2 Million
0.0% of portfolio
Amplius Wealth Advisors, LLC

563K
Shares

$11.5 Million
1.43% of portfolio

About COLUMBIA ETF TR I MULTI SECTOR

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