Purchases and Sales Made in Q3 2024 in Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL) during Q3 2024. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
173KNew |
$7.25M - $8M
|
173K
$8.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91.9K+ 108.93% |
$3.85M - $4.25M
|
176K
$8.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
58.1K+ 4.41% |
$2.43M - $2.68M
|
1.37M
$64.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.7K+ 733.72% |
$1.49M - $1.65M
|
40.6K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 78.04% |
$922K - $1.02M
|
50.2K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.6KNew |
$738K - $815K
|
17.6K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 16.67% |
$710K - $784K
|
119K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.95K+ 211.79% |
$417K - $460K
|
14.6K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.79K+ 5.65% |
$410K - $452K
|
183K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.17K+ 10.58% |
$384K - $424K
|
95.8K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.01KNew |
$377K - $416K
|
9.01K
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.58K+ 5.29% |
$359K - $396K
|
171K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8.45K+ 6.47% |
$354K - $390K
|
139K
$6.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.3KNew |
$264K - $291K
|
6.3K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.93KNew |
$206K - $228K
|
4.93K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 43.89% |
$182K - $201K
|
14.2K
$672K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.73K+ 162.66% |
$114K - $126K
|
4.41K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.63K+ 2.44% |
$110K - $122K
|
111K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51K+ 15.41% |
$105K - $116K
|
18.8K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.66K+ 0.79% |
$69.6K - $76.8K
|
212K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.59K+ 31.81% |
$66.5K - $73.4K
|
6.58K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.52K+ 7.02% |
$63.6K - $70.1K
|
23.2K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 7.92% |
$56.1K - $61.9K
|
18.3K
$862K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 0.21% |
$47.8K - $52.7K
|
546K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.12K+ 7.59% |
$46.9K - $51.8K
|
15.9K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560New |
$23.5K - $25.9K
|
560
$26.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
527+ 9.71% |
$22.1K - $24.4K
|
5.96K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
279+ 0.25% |
$11.7K - $12.9K
|
113K
$5.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
181+ 1.03% |
$7.58K - $8.36K
|
17.8K
$842K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
126+ 0.59% |
$5.28K - $5.82K
|
21.3K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
90+ 0.33% |
$3.77K - $4.16K
|
27.3K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70+ 53.85% |
$2.93K - $3.23K
|
200
$9.45K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
69New |
$2.89K - $3.19K
|
69
$3.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$2.3K - $2.54K
|
55
$2.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46+ 0.33% |
$1.93K - $2.13K
|
13.9K
$656K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.26K - $1.39K
|
30
$1.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6+ 0.12% |
$251 - $277
|
4.96K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
$41.9 - $46.2
|
2.67K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $46.2
|
1
$47.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$41.9 - $46.2
|
4.96K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-10- 0.11% |
$419 - $462
|
8.91K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34- 2.32% |
$1.42K - $1.57K
|
1.43K
$67.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-80- 0.03% |
$3.35K - $3.7K
|
249K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-122- 0.09% |
$5.11K - $5.64K
|
139K
$6.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-309- 0.22% |
$12.9K - $14.3K
|
138K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-696- 52.25% |
$29.1K - $32.2K
|
636
$30K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-833- 46.85% |
$34.9K - $38.5K
|
945
$44.6K
|