Who owns EA SERIES TRUST?
- Ticker: BOXX
- CUSIP Number: 02072l565
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| True Wealth Design | 455k | $48M | 49% | Dec 2023 |
|
| Insight Advisors, LLC/ PA | 282k | $30M | 8% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 263k | $28M | 1385% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 215k | $23M | 344% | Mar 2024 |
|
| Compass Ion Advisors | 158k | $17M | 100% | Mar 2024 |
|
| CWM | 96k | $10M | 33% | Mar 2024 |
|
| Client First Investment Management | 88k | $9.4M | 100% | Mar 2024 |
|
| HighTower Advisors | 73k | $7.7M | 2805% | Dec 2023 |
|
| Commonwealth Financial Services | 41k | $4.3M | 36% | Dec 2023 |
|
| Stephens Consulting | 25k | $2.7M | 26% | Mar 2024 |
|
| Branch Banking & Trust Company | 25k | $2.6M | 100% | Dec 2023 |
|
| Stokes Family Office | 24k | $2.5M | -6% | Dec 2023 |
|
| Aspect Partners | 23k | $2.4M | 100% | Dec 2023 |
|
| Seed Wealth Management | 20k | $2.1M | -22% | Mar 2024 |
|
| Feltz Wealth PLAN | 18k | $1.9M | 22% | Dec 2023 |
|
| BlackDiamond Wealth Management | 17k | $1.8M | -3% | Dec 2023 |
|
| Massey, Quick & Co | 13k | $1.4M | 100% | Mar 2024 |
|
| Well Done | 12k | $1.3M | 100% | Mar 2024 |
|
| Busey Trust Company | 9.6k | $1.0M | 100% | Mar 2024 |
|
| Childress Capital Advisors | 9.5k | $1.0M | 100% | Mar 2024 |
|
| Royal Bank of Canada | 9.4k | $983k | 30% | Dec 2023 |
|
| Advisor Group Holdings | 9.3k | $975k | 7% | Dec 2023 |
|
| Focus Financial Network | 9.1k | $967k | 100% | Mar 2024 |
|
| Apeiron RIA | 8.9k | $953k | 100% | Mar 2024 |
|
| Allen Capital Group | 8.6k | $921k | -4% | Mar 2024 |
|
| Kestra Private Wealth Services | 7.7k | $812k | 100% | Dec 2023 |
|
| Epacria Capital Partners | 7.4k | $782k | 0% | Dec 2023 |
|
| Snowden Capital Advisors | 6.5k | $686k | 1% | Dec 2023 |
|
| Pensionmark Financial Group | 6.1k | $643k | 192% | Dec 2023 |
|
| RFG Advisory | 6.0k | $634k | 100% | Mar 2024 |
|
| Toroso Investments | 5.9k | $619k | 100% | Dec 2023 |
|
| Wolverine Trading | 5.8k | $610k | -7% | Dec 2023 |
|
| Teamwork Financial Advisors | 5.6k | $592k | -18% | Mar 2024 |
|
| AE Wealth Management | 5.2k | $552k | 121% | Dec 2023 |
|
| Jane Street | 5.1k | $536k | 100% | Dec 2023 |
|
| Continuum Wealth Advisors | 4.3k | $454k | 5% | Dec 2023 |
|
| Epic Trust Investment Advisors | 4.2k | $443k | 100% | Mar 2024 |
|
| IFP Advisors | 4.1k | $429k | 100% | Dec 2023 |
|
| AQR Capital Management | 3.9k | $412k | 100% | Dec 2023 |
|
| Strategic Financial Concepts | 3.3k | $354k | 100% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 2.9k | $309k | 100% | Mar 2024 |
|
| SeaCrest Wealth Management | 2.6k | $277k | 100% | Mar 2024 |
|
| MKT Advisors | 2.4k | $251k | 100% | Mar 2024 |
|
| Hummer Financial Advisory Services | 2.2k | $234k | 100% | Mar 2024 |
|
| RHS Financial | 2.0k | $209k | 100% | Mar 2024 |
|
| WealthPlan Investment Management | 1.9k | $201k | 100% | Dec 2023 |
|
| Hill Investment Group Partners | 1.9k | $201k | 100% | Dec 2023 |
|
| UBS Group | 758.00 | $80k | -38% | Dec 2023 |
|
| Penserra Capital Management | 71.00 | $7.0k | -1% | Dec 2023 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vise Technologies | Sep 2023 | 7.3k | $755k |