Fermata Advisors, LLC Alps ETF Tr Transaction History

Fermata Advisors, LLC

$344 Million
Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,080 shares of REIT stock, worth $240,801. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,080

Previous 9,192 1.22%

Holding current value

$240,801

Previous $241,000 0.83%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$25.69 - $27.19 $2,877 - $3,045	-112 Reduced 1.22%	9,080 $243,000
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

Shares Held

337K

Call Options Held

Put Options Held

View Full List

About ALPS ETF TR

Ticker REIT
Sector ETFs
Industry ETFs

More about REIT

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Fermata Advisors, LLC Alps ETF Tr Transaction History