Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Fermata Advisors, LLC holds 10,819 shares of UFEB stock, worth $344,693. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,819
Previous 10,819
-0.0%
Holding current value
$344,693
Previous $359,000
2.79%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
66Shares Held
1.43MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN309KShares$9.84 Million2.55% of portfolio
-
Truist Financial Corp119KShares$3.8 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.7 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.36 Million0.01% of portfolio
-
Tounjian Advisory Partners, LLC Fort Myers, FL73.3KShares$2.34 Million0.44% of portfolio