Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam EA Series Trust - Alpha Architect U.S. Quantitative Value ETF termasuk Centaurus Financial, Inc., dan Atticus Wealth Management, Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
