Ea Series Trust shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Ea Series Trust
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Quarterly reported holdings in Ea Series Trust by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 40k | 113.86 |
| 2025-06-30 | $5.1M | 45k | 112.68 |
| 2025-03-31 | $5.1M | 46k | 111.49 |
| 2024-12-31 | $4.1M | 37k | 110.28 |
| 2024-09-30 | $3.9M | 36k | 108.93 |
| 2023-12-31 | $201k | 1.9k | 105.15 |
| 2023-09-30 | $1.6M | 15k | 103.68 |
More positions owned by WealthPlan Investment Management
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