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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ALPS ETF TR


  • Ticker REIT
  • Sector ETFs
  • Industry ETFs
More about REIT
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