Institutional Ownership 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). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 585,987 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
254,254
shares
|
$0
6.74% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
132,936
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
40,919
shares
|
$0
0.12% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,487
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
31,572
shares
|
$0
0.45% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,642
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,952
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,870
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,796
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,446
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,193
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,085
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,771
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 160.97%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,321
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5726.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
829
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
829
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
797
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 48.69%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
740
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
364
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 26.76%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
108
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
74
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|