Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în EA Series Trust - Strive Enhanced Income Short Maturity ETF includ TCFG Investment Advisors, LLC, Toroso Investments, LLC, Ascent Advisors, LLC, Fisher Asset Management, LLC, Steward Partners Investment Advisory, Llc, Tectonic Advisors Llc, IFP Advisors, Inc, și Mount Yale Investment Advisors, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Haven Private, LLC | 134.170 | 51,30 | 2.716 | 51,39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 39.566 | 110,92 | 801 | 111,08 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 83.097 | 110,02 | 1.682 | 110,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 189.651 | 729,11 | 3.839 | 730,95 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 318.427 | 53,68 | 6.447 | 53,73 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.905 | 0,79 | 322 | 0,63 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 60.696 | 89,40 | 1.228 | 89,51 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 10.250 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1.051.108 | 18,22 | 21.280 | 18,26 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 97.503 | 108,85 | 98 | -89,72 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 3.684.565 | 147,57 | 74.594 | 147,63 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 24.700 | 14,88 | 500 | 14,94 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 15.700 | 318 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 211.159 | 523,81 | 4.275 | 523,94 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 155.210 | 1.141,68 | 3.142 | 1.141,90 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.580 | 32 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.274.251 | 98,93 | 25.797 | 98,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 135.846 | 2.750 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 26.024 | 35,82 | 527 | 35,92 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 268 | 5 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 156.993 | 311,72 | 3.178 | 312,19 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 14.609 | 0,62 | 296 | 0,68 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 45.710 | 8,72 | 925 | 8,71 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10.599 | 215 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 5.500 | 111 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 14.079 | 1,21 | 285 | 1,42 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35.316 | 715 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 12.059 | 244 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 115.081 | 2.330 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 237.273 | 0,44 | 4.804 | 0,46 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 49.155 | 106,66 | 995 | 106,86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 509.305 | 13,07 | 10.339 | 13,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 443.453 | 279,03 | 8.971 | 278,84 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 231.322 | 7,12 | 4.684 | 7,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 132.079 | 3,26 | 2.675 | 3,32 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 475.568 | 19,29 | 9.628 | 19,31 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 211.159 | 4.275 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19.242 | 4,28 | 390 | 4,29 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 14.926 | 17,29 | 302 | 17,51 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 30.571 | 29,92 | 619 | 29,83 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 44.333 | 898 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 34.014 | 689 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 67.653 | 11,19 | 1.370 | 11,21 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 89.004 | 81,59 | 1.802 | 81,55 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 51.240 | 106,51 | 1.037 | 106,57 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 60.528 | 131,25 | 1.225 | 131,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 82.839 | 372,80 | 1.677 | 373,73 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.821.941 | 0,37 | 36.885 | 0,40 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 87.209 | 0,16 | 1.766 | 0,17 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 76.692 | 10,74 | 1.553 | 10,78 |
