Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EA Series Trust - Stance Sustainable Beta ETF inkluderar PFG Investments, LLC, Pensionmark Financial Group, Llc, Westfuller Advisors, LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, WCG Wealth Advisors LLC, Figure 8 Investment Strategies Llc, Wetherby Asset Management Inc, Seeds Investor Llc, Mirae Asset Securities (usa) Inc., HighTower Advisors, LLC, Pathstone Holdings, LLC, Cetera Investment Advisers, Royal Bank Of Canada, Hrt Financial Lp, UBS Group AG, och Tower Research Capital LLC (TRC) .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 536 | 0 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 130 029 | 3 390 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 084 | 2 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 48 241 | 1 258 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 264 | 502 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 608 | 94 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 168 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 616 | 68 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 207 149 | 5 400 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19 236 | 501 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48 869 | 1 274 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 34 043 | 888 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 041 | 210 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 181 | 57 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 975 | 469 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9 357 | 244 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103 716 | 2 704 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 723 | 149 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 12 011 | 313 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 734 | 2 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 549 | 353 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 473 | 91 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 34 552 | 901 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 59 018 | 1 539 | ||||||
| 2025-08-13 | 13F | Arjuna Capital | 12 951 | 338 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16 664 | 434 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 | 0 | ||||||
| 2025-07-22 | 13F | Figure 8 Investment Strategies Llc | 46 696 | 1 217 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 159 | 82 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 13 581 | 354 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 4 491 | 117 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 404 114 | 10 535 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 503 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 860 | 205 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 36 394 | 949 |
