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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
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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Vanguard Short-term Corporate Bond Etf Etf (VCSH)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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