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Ea Series Trust shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 251k 30.80

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset 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