Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 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 $352,050. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,819
Previous 10,819
-0.0%
Holding current value
$352,050
Previous $333,000
2.7%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
1.27MCall Options Held
0Put Options Held
0-
Truist Financial Corp125KShares$4.07 Million0.01% of portfolio
-
Stratos Wealth Advisors, LLC97.4KShares$3.17 Million0.16% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.2KShares$3.1 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ78.5KShares$2.56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC76.5KShares$2.49 Million0.0% of portfolio