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Ea Series Trust shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Ea Series Trust (BDGS) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 20k 34.35
2025-06-30 $679k 21k 32.96
2025-03-31 $804k 26k 31.11
2024-12-31 $843k 27k 31.54
2024-09-30 $731k 24k 30.51
2024-06-30 $1.5M 52k 28.31
2024-03-31 $1.2M 42k 27.51
2023-12-31 $584k 22k 26.96
2023-09-30 $379k 15k 25.44

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

Top funds holding Ea Series Trust

Napa Wealth Management
Cambridge Investment Research Advisors
IFP Advisors
Milestone Asset Management
Gts Securities
Worth Asset Management
Goldman Sachs Group
UBS Group

View all funds holding Ea Series Trust