Fermata Advisors, LLC Alps ETF Tr Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,191 shares of REIT stock, worth $239,425. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,191
Previous 9,113 0.86%
Holding current value
$239,425
Previous $248,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
18
Shares Held
311K
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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