Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF comprennent RMB Capital Management, LLC, Ieq Capital, Llc, Rf&l Wealth Management, Llc, Raymond James Financial Inc, Hantz Financial Services, Inc., Skopos Labs, Inc., et NorthRock Partners, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
