Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam EA Series Trust - TBG Dividend Focus ETF termasuk 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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 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 |
