Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF includono RMB Capital Management, LLC, Ieq Capital, Llc, Rf&l Wealth Management, Llc, Raymond James Financial Inc, Hantz Financial Services, Inc., Skopos Labs, Inc., e NorthRock Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Ieq Capital, Llc | 72.529 | 1.478 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 92.206 | 1.879 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 499.611 | 13,57 | 10.182 | 17,37 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 645.963 | 99,35 | 13.165 | 108,99 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 1.393.301 | 23,09 | 28.395 | 29,04 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 663.448 | 16,81 | 13.521 | 22,46 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 354.933 | 18,84 | 7.234 | 24,60 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 218.568 | 17,28 | 4.454 | 22,94 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3.016 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.169 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 51.758 | 1.112 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 137.541 | 21,75 | 2.803 | 27,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12.906 | 263 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 403.043 | 31,04 | 8.214 | 37,38 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 118.160 | 1,08 | 2.408 | 5,99 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 613.134 | 6,76 | 12.496 | 11,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.402 | 212 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.920 | 448,37 | 202 | 477,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.356 | 7,81 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.016 | 61 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 259.749 | 34,58 | 5.294 | 41,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5.896 | 194,21 | 120 | 215,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.482 | 80,12 | 51 | 92,31 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 23.586 | 481 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 218.979 | 16,93 | 4.463 | 22,58 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 161.888 | 11,29 | 3.299 | 16,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31.261.025 | 1,44 | 637.100 | 6,34 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 70.824 | 1,05 | 1.443 | 5,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28.847 | 8.434,62 | 588 | 8.300,00 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 1.767.598 | 3,80 | 36.024 | 8,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.120.702 | 14,51 | 22.840 | 20,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 609.278 | 1,70 | 12.417 | 6,62 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 1.168.433 | 16,88 | 23.813 | 22,53 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 428.364 | 23,21 | 8.730 | 29,18 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214.091 | 63,14 | 4.363 | 71,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 103.177 | 1,81 | 2.103 | 6,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 137.043 | 3 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 103.069 | 6,62 | 2.101 | 11,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12.452 | 100,00 | 254 | 109,09 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 141.026 | 3,45 | 2.874 | 8,45 |
