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Ea Series Trust shares owned by PDS Planning

Quarter-by-quarter ownership of Ea Series Trust (STRV) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 9.7k 33.66
2023-12-31 $297k 9.7k 30.57
2023-09-30 $291k 11k 27.40

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Ea Series Trust

OxenFree Capital
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
UBS Group
Raymond James Financial Services Advisors
AE Wealth Management
Secured Retirement Advisors
Commonwealth Equity Services
Essex Financial Services
Janney Montgomery Scott
Creative Planning
Visionary Wealth Advisors
Bank of America Corporation
Cambridge Investment Research Advisors

View all funds holding Ea Series Trust