Fermata Advisors, LLC Columbia ETF Tr I Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Fermata Advisors, LLC holds 100,342 shares of RECS stock, worth $3.59 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
100,342
Previous 169,870 40.93%
Holding current value
$3.59 Million
Previous $5.76 Million 39.7%
% of portfolio
0.68%
Previous 1.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$33.61 - $36.42 $2.34 Million - $2.53 Million
-69,528 Reduced 40.93%
100,342 $3.47 Million
Q3 2024

Oct 09, 2024
SELL
$30.74 - $33.91 $142,818 - $157,545
-4,646 Reduced 2.66%
169,870 $5.76 Million
Q2 2024

Jul 12, 2024
SELL
$29.48 - $32.44 $3.79 Million - $4.17 Million
-128,417 Reduced 42.39%
174,516 $5.63 Million
Q1 2024

Apr 12, 2024
SELL
$27.26 - $30.98 $465,764 - $529,324
-17,086 Reduced 5.34%
302,933 $9.38 Million
Q4 2023

Jan 19, 2024
BUY
$24.17 - $27.75 $7.73 Million - $8.88 Million
320,019 New
320,019 $8.87 Million

Others Institutions Holding RECS

# of Institutions
77
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I

RECS Quotes by TradingView
  • Ticker RECS
  • Sector ETFs
  • Industry ETFs
More about RECS
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