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Ea Series Trust shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 9.3k 113.86
2025-06-30 $1.0M 9.3k 112.68
2025-03-31 $923k 8.3k 111.49
2024-12-31 $743k 6.7k 110.28

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View all positions for Root Financial Partners

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