Fermata Advisors, LLC Alps ETF Tr Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,192 shares of REIT stock, worth $243,404. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,192
Previous 9,191 0.01%
Holding current value
$243,404
Previous $248,000 2.82%
% of portfolio
0.07%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$24.01 - $27.44 $24 - $27
1 Added 0.01%
9,192 $241,000
Q1 2025

Apr 10, 2025
BUY
$26.36 - $28.44 $2,056 - $2,218
78 Added 0.86%
9,191 $248,000
Q4 2024

Jan 14, 2025
SELL
$26.7 - $29.77 $6,247 - $6,966
-234 Reduced 2.5%
9,113 $248,000
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

# of Institutions
23
Shares Held
405K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR

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