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Ea Series Trust shares owned by Atria Investments

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 96k 30.80

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ea Series Trust

Hobbs Group Advisors
Wells Fargo & Company
Vermillion & White Wealth Management Group
Astor Investment Management
Envestnet Asset Management
Atria Investments
Legacy Capital Group California
BlackDiamond Wealth Management
Latitude Advisors
AE Wealth Management
Capital Market Strategies
GeoWealth Management
HighTower Advisors
Legacy Capital Wealth Partners
Change Path

View all funds holding Ea Series Trust