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Ea Series Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 564k 22.09
2024-06-30 $13M 563k 23.01
2024-03-31 $11M 570k 19.95
2023-12-31 $12M 555k 21.01
2023-09-30 $10M 546k 18.27
2023-06-30 $9.6M 537k 17.83
2023-03-31 $8.7M 494k 17.54

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Microsoft Corp Stock (MSFT)
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Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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