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Ea Series Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (FDIV) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $433 16 27.06
2025-06-30 $4.2k 162 26.03

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Ea Series Trust

San Luis Wealth Advisors
Arrowroot Family Office
Empire Financial Management Company
Andina Capital Management
Avestar Capital
Old Mission Capital
Money Concepts Capital Corp
IFP Advisors
Ritter Daniher Financial Advisory LLC / DE
Jpmorgan Chase & Co
UBS Group
CoreCap Advisors
AE Wealth Management

View all funds holding Ea Series Trust