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Ea Series Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $351k 3.2k 110.28
2024-09-30 $347k 3.2k 108.93
2024-06-30 $304k 2.8k 107.82

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Renaissance Technologies
Lgl Partners
True Wealth Design
Rockefeller Capital Management
Cambridge Investment Research Advisors
Mariner Wealth Advisors
Ethos Financial Group
ADAR1 Capital Management
Compass Ion Advisors
Insight Advisors, LLC/ PA
Whitcomb & Hess
CWM
Opus Capital Group
Stokes Family Office

View all funds holding Ea Series Trust