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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

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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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
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

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Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Renaissance Technologies
Rockefeller Capital Management
True Wealth Design
Cambridge Investment Research Advisors
Lgl Partners
Mariner Wealth Advisors
Ethos Financial Group
ADAR1 Capital Management
Pennington Partners & Co
CWM
Compass Ion Advisors
Insight Advisors, LLC/ PA
Whitcomb & Hess
Bravias Capital Group

View all funds holding Ea Series Trust