Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in EA Series Trust - Strive 500 ETF includono Natixis Advisors, L.p., StoneX Group Inc., Orion Portfolio Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Gwn Securities Inc., Linscomb & Williams, Inc., Centaurus Financial, Inc., e Mid-American Wealth Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 27.098 | 1,16 | 1.086 | 12,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 220.989 | 393,81 | 8.853 | 448,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14.823 | 327,92 | 594 | 378,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 262.950 | 8,94 | 10.534 | 21,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55.489 | 2.223 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 42.335 | 33,31 | 1.696 | 48,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 427 | 17 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 31.756 | 1.145 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 72.443 | 1,01 | 2.902 | 12,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36.600 | 510,81 | 1.466 | 578,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152.053 | 17,23 | 6.059 | 30,55 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 879.669 | 7,34 | 35.240 | 29,56 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9.223 | 370 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38.478 | 105,62 | 1.541 | 130,34 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5.635 | 226 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 56.519 | 0,63 | 2.264 | 11,80 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 67.252 | 6,58 | 2.721 | 32,75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25.715 | 66,69 | 1.030 | 85,25 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 7.372 | 13,57 | 295 | 26,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13.573 | 51,43 | 544 | 68,11 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44.439 | 2 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.591 | 38,83 | 64 | 53,66 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 106.842 | 38,60 | 4.280 | 409,52 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 8.318 | 0,34 | 333 | 11,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.776 | 10,35 | 191 | 22,44 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 20.245 | 17,18 | 811 | 30,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578.422 | 3,23 | 23.172 | 14,67 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7.300 | 7,94 | 292 | 20,16 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 20.774 | 0,00 | 832 | 11,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11.305 | 21,56 | 453 | 34,93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 87.113 | 2,04 | 3.490 | 13,35 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 141.686 | 0,88 | 5.676 | 12,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.941 | 0 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 10.250 | 39,19 | 411 | 54,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.864 | 20,99 | 275 | 34,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32.799 | 1.314 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 27.723 | 0,75 | 1.111 | 11,90 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12.231 | 0,17 | 490 | 11,14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 63.998 | 32,75 | 3 | 100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33.239 | 3,85 | 1.332 | 15,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126.113 | 0,04 | 5.052 | 11,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 432.853 | 10,72 | 17.340 | 23,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 454 | 24,38 | 18 | 38,46 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 18.464 | 0,34 | 740 | 11,46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249.345 | 3,25 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.617 | 430 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 158 | 0,64 | 6 | 20,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1.398 | 56 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 115.721 | 1,31 | 4.636 | 12,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90.378 | 2,91 | 3.621 | 14,34 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 391 | 16,72 | 16 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 204.523 | 74,84 | 8.193 | 94,24 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 62.326 | 4,16 | 2.497 | 15,72 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 18.215 | 7,59 | 730 | 19,51 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 583.942 | 163,66 | 23.393 | 192,91 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7.230 | 20,90 | 290 | 34,42 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 22.581 | 13,85 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64.210 | 17,83 | 2.572 | 30,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.561 | 8,47 | 103 | 20,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 68.517 | 5,82 | 2.745 | 17,57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14.743 | 39,11 | 591 | 54,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2.055 | 11,32 | 82 | 24,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15.480 | 3,32 | 632 | 17,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27.284 | 1.093 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 192.513 | 9,59 | 7.712 | 21,76 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 11.625 | 34,92 | 466 | 50,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 8.690 | 348 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5.660 | 0,23 | 227 | 11,33 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 9.672 | 0,18 | 387 | 11,21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12.759 | 8,32 | 511 | 20,52 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.009 | 2,85 | 40 | 14,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8.008 | 321 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 321.115 | 11,07 | 12.864 | 23,39 |
