Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in EA Series Trust - Alpha Architect US Equity 3 ETF includono Cache Advisors, LLC, BLB&B Advisors, LLC, Relyea Zuckerberg Hanson LLC, Kathmere Capital Management, LLC, Everest Management Corp., Ledyard National Bank, HighTower Advisors, LLC, Family CFO Inc, Diversified Enterprises, LLC, Summit Wealth & Retirement Planning, Inc., Voisard Asset Management Group, Inc., JPL Wealth Management, LLC, Creative Planning, Meridian Wealth Management, LLC, One Degree Advisors Inc, Foundry Financial LLC, Beacon Pointe Advisors, LLC, Almanack Investment Partners, LLC., GWM Advisors LLC, e Meredith Wealth Planning .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Family CFO Inc | 63.129 | 3.090 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 40.458 | 1.980 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 902.637 | 44.176 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.376 | 459 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 4.497 | 242 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 19.556 | 957 | ||||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 2.995 | 147 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 60.080 | 2.940 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 9.874 | 483 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 36.070 | 1.765 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 29.860 | 1.461 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 14.316 | 701 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23.467 | 23 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 38.601 | 1.889 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 34.568 | 1.692 | ||||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 17.822 | 915 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 158.603 | 7.762 | ||||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 1.872.926 | 88.102 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 25.840 | 1.265 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 10.653 | 521 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 91.951 | 4.500 | ||||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.067 | 52 | ||||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6.352 | 311 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 83.800 | 4.101 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 339.700 | 16.625 | ||||||
| 2026-05-12 | 13F | Creative Planning | 35.500 | 1.737 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.873 | 238 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.550 | 272 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 221.438 | 10.837 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 30.699 | 2 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 25.485 | 1.247 |
