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Ea Series Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Ea Series Trust (LBO) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Ea Series Trust

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All positions including Ea Series Trust held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 325 30.70

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Ea Series Trust

Royal Bank of Canada
A. Montag and Associates

View all funds holding Ea Series Trust