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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

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Quarterly reported holdings in Ea Series Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
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

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View all positions for Delap Wealth Advisory

Top funds holding Ea Series Trust

Buckingham Asset Management
Buckingham Strategic Partners
Keb Asset Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Peirce Capital Management
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
Dopkins Wealth Management
Advisor Group Holdings
Evanson Asset Management
Jackson Thornton Asset Management

View all funds holding Ea Series Trust