Fermata Advisors, LLC Alps ETF Tr Transaction History

Fermata Advisors, LLC

  • $344 Million
  • Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,080 shares of REIT stock, worth $242,436. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,080
Previous 9,192 1.22%
Holding current value
$242,436
Previous $241,000 0.83%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$25.69 - $27.19 $2,877 - $3,045
-112 Reduced 1.22%
9,080 $243,000
Q2 2025

Jul 09, 2025
BUY
$24.01 - $27.44 $24 - $27
1 Added 0.01%
9,192 $241,000
Q1 2025

Apr 10, 2025
BUY
$26.36 - $28.44 $2,056 - $2,218
78 Added 0.86%
9,191 $248,000
Q4 2024

Jan 14, 2025
SELL
$26.7 - $29.77 $6,247 - $6,966
-234 Reduced 2.5%
9,113 $248,000
Q3 2024

Oct 09, 2024
SELL
$25.21 - $29.42 $4,487 - $5,236
-178 Reduced 1.87%
9,347 $272,000
Q2 2024

Jul 12, 2024
BUY
$23.65 - $25.67 $9,081 - $9,857
384 Added 4.2%
9,525 $242,000
Q1 2024

Apr 12, 2024
BUY
$24.88 - $26.57 $227,428 - $242,876
9,141 New
9,141 $235,000

Others Institutions Holding REIT

# of Institutions
20
Shares Held
355K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR

REIT Quotes by TradingView
  • Ticker REIT
  • Sector ETFs
  • Industry ETFs
More about REIT
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email