GeoWealth Management »

Ea Series Trust shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $775k 25k 30.80

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth 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