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Ea Series Trust shares owned by Holistic Planning

Quarter-by-quarter ownership of Ea Series Trust (FTWO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 8.8k 39.40
2025-06-30 $313k 8.8k 35.73
2025-03-31 $241k 7.9k 30.69

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Ea Series Trust Strive 500 Etf (STRV)
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View all positions for Holistic Planning

Top funds holding Ea Series Trust

Summit Financial
Brookwood Investment Group
Ethos Financial Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Inscription Capital
Snowden Capital Advisors
Intl Fcstone
Sharpepoint
Jane Street
Holistic Planning
AE Wealth Management
Betterment
Essex Financial Services
Trilogy Capital

View all funds holding Ea Series Trust