Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans EA Series Trust - Stance Sustainable Beta ETF comprennent PFG Investments, LLC, Natural Investments, Llc, Pensionmark Financial Group, Llc, Westfuller Advisors, LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Private Advisor Group, LLC, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, WCG Wealth Advisors LLC, Figure 8 Investment Strategies Llc, Wetherby Asset Management Inc, Seeds Investor Llc, Mirae Asset Securities (usa) Inc., HighTower Advisors, LLC, Pathstone Holdings, LLC, Cetera Investment Advisers, Royal Bank Of Canada, et Hrt Financial Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 536 | 0 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 130 029 | 3 390 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 084 | 2 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 48 241 | 1 258 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 264 | 502 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 608 | 94 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 168 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 616 | 68 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 207 149 | 5 400 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19 236 | 501 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48 869 | 1 274 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 34 043 | 888 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 041 | 210 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 181 | 57 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 975 | 469 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9 357 | 244 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103 716 | 2 704 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 723 | 149 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 12 011 | 313 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 115 | 107 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 734 | 2 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 549 | 353 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 473 | 91 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 34 552 | 901 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 290 098 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 59 018 | 1 539 | ||||||
| 2025-08-13 | 13F | Arjuna Capital | 12 951 | 338 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16 664 | 434 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 | 0 | ||||||
| 2025-07-22 | 13F | Figure 8 Investment Strategies Llc | 46 696 | 1 217 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 159 | 82 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 13 581 | 354 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 4 491 | 117 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 404 114 | 10 535 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 503 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 860 | 205 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 056 | 2 191 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 36 394 | 949 |
