Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EA Series Trust - Strive Enhanced Income Short Maturity ETF inkluderar Commonwealth Equity Services, Llc, J.w. Cole Advisors, Inc., GWM Advisors LLC, Colony Group, LLC, Envestnet Asset Management Inc, Rockport Wealth LLC, Centaurus Financial, Inc., MAI Capital Management, Bank Of America Corp /de/, Wells Fargo & Company/mn, Mount Yale Investment Advisors, LLC, och Assetmark, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Stifel Financial Corp | 865 491 | 126,88 | 17 587 | 127,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 157 | 101,44 | 1 101 | 101,47 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 268 | 5 | ||||||
2025-08-13 | 13F | Rockport Wealth LLC | 11 025 | 224 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 88 981 | 212,21 | 1 808 | 212,80 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 85 726 | 481,59 | 1 741 | 484,23 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 317 370 | 6,75 | 6 449 | 6,79 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129 743 | 3 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 60 088 | 274,29 | 1 221 | 274,23 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 81 324 | 12,56 | 1 653 | 12,61 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 33 422 | 679 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 91 | 2 | ||||||
2025-08-12 | 13F | MAI Capital Management | 5 000 | 102 | ||||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 44 802 | 0,79 | 910 | 0,89 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 57 454 | 29,52 | 1 167 | 29,67 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 75 872 | 181,48 | 1 542 | 181,72 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 14 985 | 3,34 | 304 | 3,40 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19 312 | 392 | ||||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 246 036 | 31,73 | 4 999 | 31,80 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 012 | 955 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 189 262 | 120,78 | 3 846 | 120,85 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 31 248 | 24,82 | 1 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 676 | 14 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 99 649 | 82,88 | 2 025 | 83,00 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 75 652 | 15,59 | 1 537 | 15,65 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 55 192 | 204,09 | 1 122 | 204,62 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 256 970 | 55,01 | 5 | 66,67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 246 128 | 27,74 | 5 016 | 27,70 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 3 314 | 215,02 | 68 | 219,05 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 987 926 | 21,09 | 20 075 | 21,15 | ||||
2025-07-11 | 13F | OxenFree Capital LLC | 238 459 | 11,09 | 4 845 | 11,00 | ||||
2025-07-28 | 13F | Copia Wealth Management | 329 106 | 24,88 | 6 687 | 24,94 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 36 716 | 136,07 | 746 | 136,83 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 1 034 792 | 17,24 | 21 027 | 17,29 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13 175 | 25,54 | 268 | 25,35 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 227 | 34,28 | 269 | 34,00 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 43 132 | 7,12 | 876 | 7,22 | ||||
2025-08-14 | 13F | Colony Group, LLC | 30 141 | 612 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 18 848 | 5,39 | 383 | 5,23 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4 993 | 101 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 12 642 | 0,19 | 257 | 0,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8 625 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |