Number of Shares
129,641.00
Current Holdings Value*
$8.43 Mil
% of Portfolio
2.25%
Total Estimate Gain
$900,786.47
% of Total Estimate Gain
6.76%

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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