Who owns EA SERIES TRUST?
- Ticker: ROE
- CUSIP Number: 02072l433
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hobbs Group Advisors | 1.1M | $34M | 8% | Sep 2024 |
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| Wells Fargo & Company | 615k | $19M | 100% | Sep 2024 |
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| Vermillion & White Wealth Management Group | 535k | $16M | 100% | Jun 2024 |
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| Astor Investment Management | 288k | $8.9M | 100% | Sep 2024 |
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| Envestnet Asset Management | 251k | $7.7M | 100% | Sep 2024 |
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| Atria Investments | 96k | $3.0M | 100% | Sep 2024 |
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| Legacy Capital Group California | 66k | $2.0M | 100% | Sep 2024 |
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| BlackDiamond Wealth Management | 59k | $1.7M | 2% | Jun 2024 |
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| Latitude Advisors | 55k | $1.7M | -2% | Sep 2024 |
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| AE Wealth Management | 28k | $873k | 100% | Sep 2024 |
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| Capital Market Strategies | 27k | $819k | 56% | Sep 2024 |
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| GeoWealth Management | 25k | $775k | 100% | Sep 2024 |
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| HighTower Advisors | 18k | $528k | 3% | Jun 2024 |
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| Legacy Capital Wealth Partners | 17k | $523k | 100% | Sep 2024 |
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| Change Path | 15k | $463k | 100% | Sep 2024 |
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| Onyx Bridge Wealth Group | 10k | $317k | -3% | Sep 2024 |
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| Davenport & Co | 9.7k | $299k | 100% | Sep 2024 |
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| Axxcess Wealth Management | 9.1k | $279k | 100% | Sep 2024 |
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| Bank of New York Mellon | 9.0k | $277k | 100% | Sep 2024 |
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| Kestra Advisory Services | 8.7k | $267k | 100% | Sep 2024 |
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| Reuter James Wealth Management | 8.1k | $250k | 100% | Sep 2024 |
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| Howard Bailey Securities | 7.8k | $241k | 100% | Sep 2024 |
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| Bluesphere Advisors | 6.9k | $214k | 100% | Sep 2024 |
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| Raleigh Capital Management | 5.8k | $178k | 100% | Sep 2024 |
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| Nbc Securities | 2.2k | $68k | 100% | Sep 2024 |
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| Mather Group | 1.1k | $35k | 100% | Sep 2024 |
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| Peterson Financial Group | 797.00 | $25k | 100% | Sep 2024 |
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| Aspire Private Capital | 140.00 | $4.3k | 100% | Sep 2024 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 34k | $995k |
| Cambridge Investment Research Advisors | Jun 2024 | 7.7k | $224k |
| Ashton Thomas Private Wealth | Jun 2024 | 2.6k | $77k |