Ea Series Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ea Series Trust
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Quarterly reported holdings in Ea Series Trust by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 96k | 113.86 |
| 2025-06-30 | $5.6M | 50k | 112.68 |
| 2025-03-31 | $5.4M | 48k | 111.49 |
| 2024-12-31 | $6.0M | 55k | 110.28 |
| 2024-09-30 | $5.8M | 53k | 108.93 |
| 2024-06-30 | $6.2M | 58k | 107.82 |
| 2024-03-31 | $5.4M | 51k | 106.46 |
| 2023-09-30 | $277k | 2.7k | 103.68 |
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