Fermata Advisors, LLC MFSB Holdings History
Fermata Advisors, LLC's MFS ACTIVE EXCHANG Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 356,441.00 shares of MFS ACTIVE EXCHANG(MFSB), totaling $8.90 Mil. This investment constitutes 2.38% of their stock portfolio, and Fermata Advisors, LLC now holds 14.09% of the outstanding MFS ACTIVE EXCHANG(MFSB) stock.
The initial trade took place in 2025Q2. And since then Fermata Advisors, LLC has made 1 purchases of MFSB, at an average price of $24.64, for a total of 356,441.00 shares. Based on historical transaction data and MFSB's current price of $24.93, Fermata Advisors, LLC's estimated gain on his MFSB holdings is $103,367.89, reflecting a 1.18% gain to date.
Fermata Advisors, LLC MFSB ($24.93) Holding Chart
Fermata Advisors, LLC MFSB ($24.93) 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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