DRLL / EA Series Trust - Strive U.S. Energy ETF - Participation institutionnelle - Vendeurs

EA Series Trust - Strive U.S. Energy ETF
US ˙ NYSE

Participation institutionnelle et des fonds - Vendeurs

Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. 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
(%)
2025-07-17 13F HB Wealth Management, LLC 0 -100,00 0 -100,00
2025-08-14 13F Goldman Sachs Group Inc 9 739 -30,72 264 -36,69
2025-08-14 13F Stifel Financial Corp 52 991 -12,96 1 438 -20,46
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 -100,00 0
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 0 -100,00 0 -100,00
2025-08-12 13F Nemes Rush Group LLC 0 -100,00 0
2025-04-17 13F Copia Wealth Management 0 -100,00 0
2025-05-15 13F Old Mission Capital Llc 0 -100,00 0 -100,00
2025-08-14 13F Mml Investors Services, Llc 12 101 -4,76 0
2025-07-10 13F Financial Management Network Inc 60 710 -7,90 1 701 4,10
2025-08-08 13F Avantax Advisory Services, Inc. 29 291 -1,63 795 -10,18
2025-08-15 13F Morgan Stanley 2 281 -36,52 62 -42,45
2025-05-12 13F Richard W. Paul & Associates, LLC 0 -100,00 0 -100,00
2025-08-14 13F Fmr Llc 163 -43,99 4 -50,00
2025-08-04 13F Spire Wealth Management 825 -26,67 22 -33,33
2025-07-14 13F AdvisorNet Financial, Inc 154 -89,69 4 -90,91
2025-07-08 13F Parallel Advisors, LLC 725 -40,82 20 -47,22
2025-08-14 13F Visionary Wealth Advisors 43 172 -47,08 1 172 -51,65
2025-08-12 13F Steward Partners Investment Advisory, Llc 6 384 -12,26 173 -19,91
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 55 426 -42,39 2 -50,00
2025-08-15 13F Captrust Financial Advisors 0 -100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-05-13 13F Bank Of Montreal /can/ 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 0 -100,00 0
2025-08-18 13F Tactive Advisors, LLC 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 29 883 -5,76 811 -13,82
2025-04-17 13F Highline Wealth Partners Llc 0 -100,00 0 -100,00
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 31 725 -12,30 1 -100,00
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-31 13F Oppenheimer & Co Inc 0 -100,00 0
2025-07-30 13F Brookstone Capital Management 0 -100,00 0
2025-05-09 13F Delta Asset Management Llc/tn 0 -100,00 0
2025-08-01 13F Envestnet Asset Management Inc 14 861 -28,88 403 -35,00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-07-23 13F Friedenthal Financial 0 -100,00 0
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-05-14 13F Change Path, LLC 0 -100,00 0
2025-08-14 13F Royal Bank Of Canada 27 447 -42,46 745 -47,39
2025-08-12 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-04-10 13F Park Edge Advisors, LLC 0 -100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 10 671 -8,71 290 -16,71
2025-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 0 -100,00 0
2025-07-08 13F Advance Capital Management, Inc. 0 -100,00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100,00 0
2025-07-30 13F Demars Financial Group, LLC 8 355 -95,93 227 3 666,67
2025-08-12 13F LPL Financial LLC 86 056 -2,45 2 336 -10,88
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-23 13F Indiana Trust & Investment Management CO 1 140 -60,07 31 -64,29
2025-05-01 13F WESPAC Advisors, LLC 0 -100,00 0
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0 -100,00
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