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Ea Series Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 12k 113.86
2025-06-30 $3.5M 31k 112.68
2025-03-31 $6.7M 60k 111.49
2024-12-31 $6.7M 60k 110.28
2024-09-30 $6.9M 64k 108.93
2024-06-30 $6.5M 61k 107.82

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Microsoft Corp Stock (MSFT)
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Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
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Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Mariner Wealth Advisors
Ethos Financial Group
HighTower Advisors
CWM
Pennington Partners & Co
Kathmere Capital Management
Bravias Capital Group
Whitcomb & Hess
Empowered Funds

View all funds holding Ea Series Trust