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 $237,337. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,192
Previous 9,191
0.01%
Holding current value
$237,337
Previous $248,000
2.82%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding REIT
# of Institutions
22Shares Held
351KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC131KShares$3.37 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA42.2KShares$1.09 Million0.04% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL39.3KShares$1.01 Million0.07% of portfolio
-
Wiley Bros. Aintree Capital, LLC34.1KShares$880,1770.01% of portfolio
-
Kestra Private Wealth Services, LLC28.9KShares$745,5000.01% of portfolio