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Ea Series Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 9.1k 30.80

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

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