Fermata Advisors, LLC - NATIXIS ETF TR ownership

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of NATIXIS ETF TR
ValueSharesWeighting
Q3 2023$1,898,469
+127.2%
80,752
+129.5%
0.54%
+5.9%
Q1 2023$835,559
-57.5%
35,181
-57.7%
0.50%
-13.2%
Q4 2022$1,964,281
-0.3%
83,267
-1.0%
0.58%
-9.3%
Q3 2022$1,971,000
-3.6%
84,089
-2.0%
0.64%
-10.0%
Q2 2022$2,045,000
+144.0%
85,793
+148.0%
0.71%
+127.1%
Q1 2022$838,000
+16.7%
34,588
+19.8%
0.31%
+19.4%
Q4 2021$718,000
+88.9%
28,871
+91.5%
0.26%
+56.5%
Q3 2021$380,00015,0800.17%
Other shareholders
NATIXIS ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Fermata Advisors, LLC 80,752$1,898,4690.54%
CAPITAL WEALTH MANAGEMENT, LLC 21,029$494,3920.27%
Platform Technology Partners 18,215$428,2350.20%
MATTERN CAPITAL MANAGEMENT, LLC 19,808$465,6860.08%
Prime Capital Investment Advisors, LLC 10,976$258,0400.01%
Cape Investment Advisory, Inc. 367$8,6280.01%
Atria Wealth Solutions, Inc. 16,402$385,6110.01%
PRIVATE TRUST CO NA 975$22,9220.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,755$652,5200.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 750$17,6330.00%
View complete list of NATIXIS ETF TR shareholders