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Ea Series Trust shares owned by CWM

Quarter-by-quarter ownership of Ea Series Trust (STXK) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 913 29.57
2023-12-31 $26k 881 29.51
2023-09-30 $13k 525 24.76
2023-06-30 $14k 525 26.67
2023-03-31 $13k 525 24.76
2022-12-31 $13k 525 24.76

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ea Series Trust

OxenFree Capital
Financial Management Network
Feltz Wealth PLAN
Intl Fcstone
Holistic Planning
Susquehanna International
PDS Planning
Pensionmark Financial Group
Essex Financial Services
Safeguard Financial
Everhart Financial Group
Advisor Group Holdings
Creative Planning
CWM
ICA Group Wealth Management

View all funds holding Ea Series Trust