Ea Series Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Ea Series Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ea Series Trust by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 9.4k | 22.65 |
| 2025-06-30 | $191k | 9.4k | 20.38 |
| 2025-03-31 | $182k | 9.4k | 19.44 |
| 2024-12-31 | $203k | 9.4k | 21.65 |
| 2024-09-30 | $212k | 9.6k | 22.09 |
| 2024-03-31 | $204k | 9.6k | 21.27 |