Ea Series Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ea Series Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 38k | 34.57 |
| 2025-06-30 | $1.2M | 39k | 32.21 |
| 2025-03-31 | $1.1M | 38k | 29.27 |
| 2024-12-31 | $836k | 28k | 30.40 |
| 2024-09-30 | $873k | 28k | 30.80 |