Purchases and Sales Made in Q4 2024 in Ea Ser Tr Strive 1000 Value Et (STXV)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Value Et (STXV) during Q4 2024. The information is specifically focused on institutions that hold shares of EA SER TR STRIVE 1000 VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
399KNew |
N/A
|
399K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
25.1K+ 4.41% |
N/A
|
594K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.94K+ 5.01% |
N/A
|
166K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.95K+ 5.98% |
N/A
|
123K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.86K+ 218.75% |
N/A
|
8.54K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.98K+ 39.75% |
N/A
|
14K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.48K+ 9.33% |
N/A
|
40.8K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 1.65% |
N/A
|
198K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.89K+ 28.36% |
N/A
|
8.54K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
179+ 0.64% |
N/A
|
28.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
47New |
N/A
|
47
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-64- 0.15% |
N/A
|
43.2K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-164- 1.02% |
N/A
|
15.9K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-411- 1.88% |
N/A
|
21.5K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-13.2K- 41.41% |
N/A
|
18.7K
$0
|