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Ea Series Trust shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 27k 108.08
2024-03-31 $2.3M 22k 106.46
2023-12-31 $643k 6.1k 105.15
2023-09-30 $217k 2.1k 103.68

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

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