Ea Series Trust shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Ea Series Trust held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ea Series Trust by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 129k | 22.09 |
| 2024-06-30 | $3.2M | 156k | 20.37 |
| 2024-03-31 | $1.5M | 73k | 21.27 |
| 2023-12-31 | $791k | 38k | 21.02 |
| 2023-09-30 | $732k | 40k | 18.27 |
| 2023-06-30 | $505k | 28k | 17.83 |
| 2023-03-31 | $645k | 37k | 17.53 |