Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di EA Series Trust - TBG Dividend Focus ETF meliputi Abundance Wealth Counselors, Stokes Capital Advisors, LLC, Vivaldi Capital Management, LLC, Morgan Stanley, Capital Advisors, Ltd. LLC, Ameritas Advisory Services, LLC, dan Geneos Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 44,585 | 17.16 | 1,435 | 15.09 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 479 | 0 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 244,559 | 8 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,967 | 321 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 6,350 | 0.59 | 207 | 0.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42,171 | 1.27 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116,153 | 862.97 | 4 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 453 | 15 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 155 | 5 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 38,076 | 65.58 | 1,225 | 62.90 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 19,398 | 45.10 | 624 | 42.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,081 | 35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,689 | 54 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 47,214 | 1,519 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,738,748 | 9.34 | 55,953 | 7.46 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7,935 | 255 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 301 | 0.67 | 10 | 0.00 |
