Number of Shares
7,411
Previous 7,541 1.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
N/A
-130 Reduced 1.72%
7,411 $0
Q3 2025

Oct 09, 2025

BUY
N/A
7,541 New
7,541 $0
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.