Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EA Series Trust - Strive Small-Cap ETF, omfatter Merit Financial Group, LLC, og Wealth Enhancement Advisory Services, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 89.231 | 2,84 | 2.708 | 8,71 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 12.836 | 4,79 | 390 | 10,83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.382 | 1,04 | 194 | 6,63 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16.160 | 0,62 | 490 | 6,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 | 38,46 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.594 | 291 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.033 | 201,17 | 31 | 244,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10.043 | 1,15 | 305 | 6,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.996 | 250 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13.628 | 19,01 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 323.827 | 7,99 | 9.828 | 25,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 23.657 | 144,92 | 718 | 158,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 57.260 | 1.738 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 174 | 15,23 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 53.012 | 7,33 | 1.609 | 13,40 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 115.025 | 0,91 | 3.600 | 23,88 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 86.039 | 3,26 | 2.611 | 9,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8.191 | 249 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 27.571 | 5,37 | 837 | 11,32 |
