Purchases and Sales Made in Q4 2024 in Ea Ser Tr Strive 1000 Divid Gr (STXD)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Divid Gr (STXD) during Q4 2024. The information is specifically focused on institutions that hold shares of EA SER TR STRIVE 1000 DIVID GR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
16.2K+ 6.36% |
N/A
|
270K
$0
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 36.99% |
N/A
|
8.34K
$0
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$0
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 18.6% |
N/A
|
10.6K
$0
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 4.86% |
N/A
|
31.1K
$0
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
706+ 2.24% |
N/A
|
32.3K
$0
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
526+ 63.45% |
N/A
|
1.36K
$0
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
526+ 63.45% |
N/A
|
1.36K
$0
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
314+ 0.24% |
N/A
|
133K
$0
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
N/A
|
300
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-110- 1.25% |
N/A
|
8.69K
$0
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-115- 1.3% |
N/A
|
8.76K
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-750- 10.43% |
N/A
|
6.44K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.73K- 82.29% |
N/A
|
588
$0
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.33K- 21.26% |
N/A
|
27.2K
$0
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-16.4K- 39.96% |
N/A
|
24.6K
$0
|