Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di EA Series Trust - Alpha Architect U.S. Quantitative Value ETF meliputi Centaurus Financial, Inc., dan Atticus Wealth Management, Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-15 | 13F | Vestment Financial LLC | 65,742 | 6.92 | 2,937 | 11.08 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
2025-07-25 | 13F | One Degree Advisors Inc | 133,811 | 9.68 | 6 | 0.00 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 20,118 | 38.80 | 885 | 43.20 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 111,281 | 83.31 | 4,897 | 89.15 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 15,406 | 10.19 | 678 | 13.76 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 18,045 | 35.34 | 794 | 39.79 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 245,697 | 20.80 | 10,813 | 19.10 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 139,282 | 16.50 | 6,130 | 20.20 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 143,894 | 0.30 | 6,333 | 3.50 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Stokes Family Office, LLC | 242,041 | 0.26 | 10,652 | 3.46 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 21,701 | 5.49 | 955 | 8.89 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 253,726 | 29.84 | 11,166 | 33.98 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 51,027 | 3.94 | 2,246 | 7.26 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 53,605 | 7.12 | 2,359 | 10.54 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 21,627 | 69.84 | 952 | 75.14 | ||||
2025-07-25 | 13F | Cwm, Llc | 230,098 | 2.50 | 10 | 11.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 76,287 | 3.03 | 3,357 | 6.34 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1,496,578 | 5.32 | 65,865 | 8.68 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 572 | 25 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 6,951 | 3.81 | 306 | 7.37 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 27,811 | 0.44 | 1,224 | 3.64 | ||||
2025-08-14 | 13F | UBS Group AG | 5,700 | 251 | ||||||
2025-07-28 | 13F | Baker Boyer National Bank | 24,171 | 3.48 | 1,064 | 6.73 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 5,467 | 1.98 | 241 | 5.26 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 220,357 | 4.90 | 9,698 | 8.25 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2,542 | 0 |