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Ea Series Trust shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 1.0M 22.09
2024-06-30 $20M 977k 20.37
2024-03-31 $21M 982k 21.27
2023-09-30 $16M 893k 18.27

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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