Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EA Series Trust - Stance Sustainable Beta ETF, omfatter 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, og Tower Research Capital LLC (TRC) .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
