Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EA Series Trust - Strive Total Return Bond ETF, omfatter Wells Fargo & Company/mn, og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19.569 | 11,33 | 394 | 12,93 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 115.024 | 0,22 | 2.320 | 0,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 949 | 19 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 12.995 | 2,00 | 262 | 2,34 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.914 | 207,54 | 120 | 213,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.447 | 15,89 | 130 | 17,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22.111 | 46,71 | 446 | 47,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 900 | 18 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 23.725 | 0,36 | 479 | 0,63 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 16.914 | 47,33 | 341 | 48,26 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 773.693 | 11,16 | 15.607 | 12,61 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 920.289 | 4,57 | 18.564 | 4,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14.039 | 283 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.741 | 31,38 | 418 | 31,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18.942 | 33,58 | 382 | 34,04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 134.624 | 3,77 | 2.716 | 4,06 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 62.512 | 4,81 | 1.261 | 5,09 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3.191.948 | 1,71 | 64.388 | 2,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13.144 | 0,27 | 265 | 0,76 |
