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Ea Series Trust shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 55k 21.01
2023-09-30 $959k 55k 17.37
2023-06-30 $1.1M 55k 19.12
2023-03-31 $968k 55k 17.53

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View all positions for Waterfront Wealth

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