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Ea Series Trust shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 90k 108.93
2024-06-30 $2.1M 19k 107.82

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View all positions for GoalVest Advisory

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