Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Ea Series Trust shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Ea Series Trust shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 4.6k 50.75

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Spdr Series Trust State Street Spd (SJNK)
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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Ea Series Trust

Personal Resources Investment & Strategic Management
Wealth Enhancement Advisory Services
Astra Wealth Partners
Nvest Wealth Strategies
Sanctuary Advisors
Opes Wealth Management
Greenwood Capital Associates
Wealthcare Advisory Partners
Berger Financial Group
Nottingham Advisors
Cypress Financial Planning
Savvy Advisors
One + One Wealth Management
IFG Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ea Series Trust