Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding UJUN
# of Institutions
50Shares Held
2.08MCall Options Held
0Put Options Held
0-
Brookstone Capital Management584KShares$19.8 Million0.32% of portfolio
-
Berger Financial Group, Inc Plymouth, MN276KShares$9.37 Million0.78% of portfolio
-
Kfg Wealth Management, LLC Granger, IN210KShares$7.15 Million2.03% of portfolio
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Trek Financial, LLC Scottsdale, AZ163KShares$5.55 Million0.44% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH112KShares$3.81 Million0.32% of portfolio