Amplius Wealth Advisors »

Ea Series Trust shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 74k 108.93
2024-06-30 $3.8M 35k 107.82

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Ea Series Trust

Renaissance Technologies
Lgl Partners
Wealth Enhancement Advisory Services
True Wealth Design
Rockefeller Capital Management
Cambridge Investment Research Advisors
Mariner Wealth Advisors
Insight Advisors, LLC/ PA
Ethos Financial Group
Empowered Funds
Compass Ion Advisors
CWM
Whitcomb & Hess
Ferguson Shapiro
Morgan Stanley

View all funds holding Ea Series Trust