Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EA Series Trust - Astoria US Quality Growth Kings ETF, omfatter Sensible Financial Planning & Management, LLC., Silverlake Wealth Management Llc, GeoWealth Management, LLC, og WealthTrak Capital Management LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2.200 | 60 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 83.807 | 2,47 | 2.269 | 18,81 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 22.153 | 600 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7.489 | 203 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 33.011 | 2,85 | 894 | 19,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 622.913 | 0,54 | 16.862 | 16,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8.179 | 306,51 | 221 | 380,43 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 101.002 | 7,95 | 2.734 | 25,18 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 738.136 | 10,28 | 19.980 | 27,84 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11.562 | 313 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1.140.721 | 37,33 | 31.500 | 67,36 |
