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Ea Series Trust shares owned by CWM

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

Historical chart of CWM investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $24M 219k 108.93
2024-06-30 $16M 147k 107.82
2024-03-31 $10M 96k 106.46
2023-12-31 $7.6M 72k 105.15
2023-09-30 $5.8M 56k 103.68

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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