Fermata Advisors, LLC SYLD Holdings History
Fermata Advisors, LLC's Cambria Shareholder Yield ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 129,641.00 shares of Cambria Shareholder Yield ETF(SYLD), totaling $8.43 Mil. This investment constitutes 2.25% of their stock portfolio, and Fermata Advisors, LLC now holds 0.9% of the outstanding Cambria Shareholder Yield ETF(SYLD) stock.
The initial trade took place in 2021Q4. And since then Fermata Advisors, LLC has made 11 purchases of SYLD, at an average price of $62.03, for a total of 214,765.00 shares. In addition, there have been 4 sales at an average price of $62.90 for 85,124.00 shares. Based on historical transaction data and SYLD's current price of $68.40, Fermata Advisors, LLC's estimated gain on his SYLD holdings is $900,786.47, reflecting a 6.76% gain to date.
Fermata Advisors, LLC SYLD ($68.40) Holding Chart
Fermata Advisors, LLC SYLD ($68.40) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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