Fermata Advisors, LLC Alps ETF Tr Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,525 shares of REIT stock, worth $274,129. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,525
Previous 9,141
4.2%
Holding current value
$274,129
Previous $235,000
2.98%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
11Shares Held
168KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC112KShares$3.23 Million0.81% of portfolio
-
Kestra Private Wealth Services, LLC26.7KShares$769,0870.01% of portfolio
-
Virtue Capital Management, LLC Brentwood, TN9.12KShares$262,3580.04% of portfolio
-
Parallel Advisors, LLC3.37KShares$97,0460.0% of portfolio
-
National Bank Of Canada2.82KShares$81,0150.0% of portfolio