Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EA Series Trust - TBG Dividend Focus ETF, omfatter Abundance Wealth Counselors, Stokes Capital Advisors, LLC, Vivaldi Capital Management, LLC, Morgan Stanley, Capital Advisors, Ltd. LLC, Ameritas Advisory Services, LLC, og Geneos Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 44.585 | 17,16 | 1.435 | 15,09 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 479 | 0 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 244.559 | 8 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 9.967 | 321 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 6.350 | 0,59 | 207 | 0,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42.171 | 1,27 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116.153 | 862,97 | 4 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 453 | 15 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 155 | 5 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 38.076 | 65,58 | 1.225 | 62,90 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 19.398 | 45,10 | 624 | 42,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.081 | 35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.689 | 54 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 47.214 | 1.519 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.738.748 | 9,34 | 55.953 | 7,46 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7.935 | 255 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 301 | 0,67 | 10 | 0,00 |
