Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans EA Series Trust - Freedom 100 Emerging Markets ETF comprennent First Heartland Consultants, Inc., EWG Elevate Inc., CAPROCK Group, Inc., Financial Guidance Group, Inc., Angeles Wealth Management, Llc, Private Capital Management Llc, Savant Capital, LLC, Tfo-tdc, Llc, L2 Asset Management, LLC, XY Planning Network, Inc., Citigroup Inc, Baird Financial Group, Inc., SwitchPoint Financial Planning, LLC, Koshinski Asset Management, Inc., HB Wealth Management, LLC, Mills Wealth Advisors LLC, Northern Trust Corp, Ameritas Advisory Services, LLC, Sierra Ocean, Llc, et MJT & Associates Financial Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Lansing Street Advisors | 37 230 | 25,76 | 1 504 | 45,03 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 51 537 | 74,11 | 2 082 | 115,31 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 634 | 0,32 | 26 | 13,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 620 | 1 237 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 265 391 | 6,57 | 10 722 | 22,83 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 259 753 | 0,84 | 10 494 | 16,24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 858 | 21,59 | 156 | 39,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 454 117 | 16,51 | 18 346 | 34,29 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 600 | 65 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 801 | 356 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25 396 | 157,30 | 1 019 | 194,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 113 884 | 3,65 | 3 992 | 11,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 236 | 293,33 | 10 | 350,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 622 371 | 83,09 | 25 144 | 110,63 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 220 075 | 14,20 | 8 891 | 31,64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 85 799 | 57,61 | 3 466 | 81,66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 935 | 3,89 | 38 | 19,35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12 295 | 434 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 971 | 322 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8 046 | 4,47 | 325 | 20,82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 87 706 | 11,90 | 3 543 | 28,98 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 6 883 | 0,61 | 278 | 15,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 920 | 1,64 | 78 | 16,67 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 30 072 | 1 215 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 62 574 | 4,01 | 2 528 | 19,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 813 | 33 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 107 772 | 48,58 | 44 754 | 71,24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 986 | 1 009 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 982 672 | 4,38 | 39 700 | 20,31 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 940 | 321 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 249 563 | 0,22 | 10 082 | 15,51 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 16 137 | 0,70 | 652 | 16,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46 326 | 1 872 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 877 | 827,55 | 1 005 | 969,15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 250 227 | 461,77 | 10 109 | 547,60 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 685 | 28 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 438 388 | 12,01 | 58 111 | 29,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47 054 | 21,55 | 1 896 | 39,75 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 21 950 | 146,68 | 887 | 184,89 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 178 666 | 186,57 | 7 218 | 230,34 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 416 007 | 107,51 | 16 807 | 139,16 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 26 757 | 3,61 | 874 | -4,17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 267 | 4,53 | 1 031 | 18,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 264 419 | 228,60 | 51 083 | 278,75 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 72 304 | 270,13 | 2 921 | 327,05 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 71 613 | 4,53 | 2 893 | 20,49 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23 568 | 0,58 | 952 | 15,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 133 | 86 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 396 795 | 8,89 | 16 030 | 25,50 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 62 234 | 0,81 | 2 514 | 16,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 248 | 414 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8 816 | 356 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 270 737 | 1,50 | 11 | 11,11 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 300 | 214 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 200 | 210 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 206 | 17,03 | 574 | 34,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24 654 | 0,94 | 996 | 16,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 450 | 18 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 523 087 | 5,48 | 21 133 | 21,57 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 31 969 | 1 292 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 40 180 | 13,59 | 1 623 | 30,99 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 519 600 | 0,78 | 20 992 | 16,15 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 45 188 | 0,65 | 1 826 | 16,02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20 746 | 37,98 | 838 | 59,01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 427 | 15,52 | 300 | 33,33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 44 870 | 47,80 | 1 826 | 71,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 55 313 | 275,44 | 2 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 992 | 5,45 | 202 | 21,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 432 | 18,05 | 421 | 36,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 689 | 1 111,30 | 472 | 1 422,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 48 | 2,13 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 432 | 219 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8 717 | 0,68 | 352 | 16,17 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10 000 | 404 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 113 580 | 1,62 | 4 597 | 17,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 532 | 28,10 | 547 | 47,57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 161 | 209 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 269 | 29,61 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 583 | 21,31 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72 132 | 5,36 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 306 | 3,23 | 1 144 | 18,94 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33 656 | 9,53 | 1 360 | 26,18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 89 981 | 402,43 | 3 635 | 479,74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 196 276 | 1,86 | 7 930 | 14,43 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 154 307 | 97,17 | 6 234 | 127,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356 976 | 527,54 | 14 422 | 623,58 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1 140 983 | 458,64 | 46 096 | 543,96 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5 280 | 213 | ||||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 57 776 | 22,11 | 2 089 | 29,69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 650 | 48,40 | 26 | 73,33 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 60 830 | 5,29 | 2 458 | 21,33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 362 182 | 14 632 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 422 619 | 25,95 | 17 074 | 45,17 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 5 644 | 228 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 187 682 | 14,25 | 7 582 | 31,70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658 174 | 91,48 | 26 590 | 120,70 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 93 518 | 3 778 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 371 | 28,47 | 136 | 49,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227 106 | 25,38 | 9 175 | 44,51 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 37 747 | 1 333 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 386 771 | 1,20 | 96 426 | 16,64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 94 884 | 5,72 | 3 833 | 21,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45 526 | 88,34 | 1 839 | 117,12 |
