Fermata Advisors, LLC Alps ETF Tr Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,347 shares of REIT stock, worth $271,717. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,347
Previous 9,525
1.87%
Holding current value
$271,717
Previous $242,000
12.4%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding REIT
# of Institutions
16Shares Held
349KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC116KShares$3.37 Million0.89% of portfolio
-
Advisor Os, LLC94.5KShares$2.75 Million0.28% of portfolio
-
Kestra Private Wealth Services, LLC25.9KShares$752,2730.01% of portfolio
-
Gts Securities LLC New York, NY25.1KShares$728,4060.0% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA24.2KShares$703,7260.03% of portfolio