Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Fermata Advisors, LLC holds 10,819 shares of UFEB stock, worth $358,000. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,819
Previous 10,819
-0.0%
Holding current value
$358,000
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
64Shares Held
1.03MCall Options Held
0Put Options Held
0-
Truist Financial Corp122KShares$4.02 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.39 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.48 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.45 Million0.01% of portfolio
-
Brookstone Capital Management57.3KShares$1.9 Million0.03% of portfolio