Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans EA Series Trust - Strive U.S. Energy ETF comprennent Flow Traders U.s. Llc, Family Legacy Financial Solutions, LLC, Total Investment Management Inc, Versant Capital Management, Inc, RMG Wealth Management LLC, et Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 32 | 1 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 25 | 212,50 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 941 | 26 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65 911 | 69,20 | 1 789 | 54,67 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 474 | 69,74 | 393 | 54,94 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 370 | 10 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 619 | 0,25 | 44 | -8,51 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 861 | 0,58 | 23 | -8,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 130 | 0,71 | 31 | -9,09 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 101 | 4 950,00 | 3 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 310 | 8 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 345 | 1,47 | 10 | 11,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 783 | 1,46 | 808 | -7,23 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 021 | 28 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 98 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 11 504 | 312 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23 661 | 13,23 | 647 | 5,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 821 | 3,37 | 77 | 2,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 534 | 50,72 | 232 | 37,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 038 | 4,43 | 28 | 12,00 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 9 320 | 10,17 | 253 | 0,40 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 8 247 | 0,82 | 224 | -7,85 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 557 | 0 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 258 | -8,87 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19 251 | 0,89 | 522 | -7,77 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 13 470 | 0,31 | 366 | -8,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 89 205 | 2,10 | 2 421 | -6,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29 931 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 19 708 | 15,58 | 535 | 5,53 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 810 | 462,00 | 76 | 442,86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 084 | 20,58 | 111 | 10,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15 374 | 0,25 | 417 | -8,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 600 | 16 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 714 | 0,14 | 589 | -8,54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 68 431 | 228,68 | 1 857 | 200,49 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 5 960 | 53,41 | 162 | 40,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 81 | 1,25 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11 014 | 4,30 | 299 | -4,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 039 | 2,93 | 55 | -5,17 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 279 | 16,60 | 849 | 6,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 014 | 28,12 | 462 | 17,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43 542 | 5,43 | 1 182 | -3,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 52 578 | 33,82 | 1 427 | 22,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 260 | 2 500,00 | 7 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22 040 | 8,38 | 600 | -0,66 |
