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Ea Series Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 51k 22.09
2024-06-30 $1.0M 51k 20.37
2024-03-31 $1.1M 51k 21.27
2023-12-31 $1.1M 52k 21.01
2023-09-30 $940k 52k 18.27
2023-06-30 $918k 52k 17.83
2023-03-31 $902k 52k 17.53

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Ea Series Trust

Colony
Buckingham Asset Management
Buckingham Strategic Partners
Keb Asset Management
Peirce Capital Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Envestnet Asset Management
Squire Investment Management Company
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
CWM

View all funds holding Ea Series Trust