Who owns EA SERIES TRUST?
- Ticker: STRV
- CUSIP Number: 02072l680
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold EA SERIES TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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OxenFree Capital | 698k | $26M | 7% | Sep 2024 |
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Raymond James & Associates | 438k | $16M | -1% | Sep 2024 |
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Branch Banking & Trust Company | 333k | $12M | 26% | Jun 2024 |
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Royal Bank of Canada | 307k | $11M | -12% | Sep 2024 |
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Weaver Capital Management | 294k | $11M | 0% | Sep 2024 |
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United Advisor Group | 186k | $6.8M | 12% | Sep 2024 |
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Essex Financial Services | 132k | $4.9M | 6% | Sep 2024 |
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LPL Financial | 129k | $4.8M | 39% | Sep 2024 |
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Secured Retirement Advisors | 126k | $4.6M | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 126k | $4.6M | -35% | Sep 2024 |
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Bank of America Corporation | 121k | $4.5M | 1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 110k | $4.1M | 5% | Sep 2024 |
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Cambridge Investment Research Advisors | 105k | $3.9M | 7% | Sep 2024 |
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Sage Capital Management | 103k | $3.8M | 18% | Sep 2024 |
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Holistic Planning | 90k | $3.3M | 50% | Sep 2024 |
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Visionary Wealth Advisors | 89k | $3.3M | -10% | Sep 2024 |
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Commonwealth Equity Services | 89k | $3.3M | -6% | Sep 2024 |
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Janney Montgomery Scott | 87k | $3.2M | 18% | Sep 2024 |
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Creative Planning | 87k | $3.2M | 1% | Sep 2024 |
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Pensionmark Financial Group | 76k | $2.8M | 100% | Sep 2024 |
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Envestnet Asset Management | 62k | $2.3M | 15% | Sep 2024 |
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Stifel Financial | 60k | $2.1M | 1% | Jun 2024 |
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Financial Management Network | 58k | $2.1M | 3% | Sep 2024 |
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S.A. Mason | 54k | $2.0M | 1% | Sep 2024 |
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Kestra Advisory Services | 53k | $2.0M | 7% | Sep 2024 |
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Feltz Wealth PLAN | 49k | $1.8M | 26% | Sep 2024 |
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Susquehanna International | 44k | $1.6M | -28% | Sep 2024 |
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Advisor Group Holdings | 40k | $1.5M | 12% | Sep 2024 |
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Captrust Financial Advisors | 38k | $1.4M | 35% | Sep 2024 |
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Second Half Financial Partners | 30k | $1.1M | 100% | Sep 2024 |
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Paragon Capital Management | 29k | $1.1M | 0% | Sep 2024 |
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Everhart Financial Group | 27k | $993k | -12% | Sep 2024 |
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Jones Financial Companies, L.L | 26k | $967k | 100% | Sep 2024 |
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Belpointe Asset Management | 26k | $912k | 9% | Jun 2024 |
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CWM | 26k | $955k | -7% | Sep 2024 |
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Mml Investors Services | 25k | $932k | 0% | Sep 2024 |
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Snowden Capital Advisors | 25k | $925k | 0% | Sep 2024 |
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Chicago Partners Investment | 24k | $899k | -2% | Sep 2024 |
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Indiana Trust & Investment Management | 23k | $847k | 0% | Sep 2024 |
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Fairman Group | 22k | $816k | 0% | Sep 2024 |
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Cetera Investment Advisers | 22k | $760k | 67% | Jun 2024 |
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International Assets Investment Management | 21k | $568k | 100% | Sep 2024 |
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Woodard & Co Asset Management Group | 20k | $742k | 0% | Sep 2024 |
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Gibson Capital | 18k | $645k | 12% | Sep 2024 |
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Future Financial Wealth Managment | 17k | $629k | 14% | Sep 2024 |
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TCP Asset Management | 17k | $629k | 90% | Sep 2024 |
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PDS Planning | 17k | $628k | 75% | Sep 2024 |
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Wiley Bros.-aintree Capital | 16k | $561k | 100% | Jun 2024 |
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Thrivent Financial for Lutherans | 15k | $562k | -84% | Sep 2024 |
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Pin Oak Investment Advisors | 14k | $487k | 65% | Jun 2024 |
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Trilogy Capital | 13k | $472k | 0% | Sep 2024 |
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Fulton Bank, NA | 12k | $442k | 100% | Sep 2024 |
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1776 Wealth | 11k | $400k | 0% | Sep 2024 |
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Atlantic Trust | 10k | $384k | 0% | Sep 2024 |
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Goss Wealth Management | 10k | $356k | 0% | Jun 2024 |
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Client 1st Advisory Group | 9.6k | $337k | 0% | Jun 2024 |
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Sanctuary Advisors | 9.3k | $359k | -1% | Sep 2024 |
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Parallel Advisors | 9.3k | $343k | 0% | Sep 2024 |
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Pacific Capital Wealth Advisors | 9.3k | $341k | 32% | Sep 2024 |
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Capstone Financial Advisors | 8.8k | $322k | -22% | Sep 2024 |
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Beacon Pointe Advisors | 7.9k | $290k | 0% | Sep 2024 |
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Goepper Burkhardt | 7.5k | $277k | 0% | Sep 2024 |
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PFG Investments | 7.0k | $244k | 100% | Jun 2024 |
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N.E.W. Advisory Services | 6.9k | $253k | 1% | Sep 2024 |
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Cypress Wealth Services | 6.3k | $231k | 3% | Sep 2024 |
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Hanson McClain Advisors | 5.9k | $218k | 0% | Sep 2024 |
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Horan Securities | 5.6k | $207k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 5.2k | $181k | 4% | Jun 2024 |
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Colonial Asset Management | 4.2k | $155k | 0% | Sep 2024 |
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MCF Advisors | 4.1k | $153k | 0% | Sep 2024 |
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Bessemer | 4.1k | $152k | 0% | Sep 2024 |
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Signature | 4.0k | $147k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 3.1k | $114k | 0% | Sep 2024 |
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FinTrust Capital Advisors | 2.6k | $95k | 14% | Sep 2024 |
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Morgan Stanley | 2.5k | $120k | 0% | Jun 2024 |
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Harbour Investments | 2.5k | $91k | 16% | Sep 2024 |
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Cassady Schiller Wealth Management | 2.2k | $83k | 62% | Sep 2024 |
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Aptus Capital Advisors | 1.7k | $64k | 0% | Sep 2024 |
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JNBA Financial Advisors | 1.5k | $55k | 16% | Sep 2024 |
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McIlrath & Eck | 1.3k | $48k | -20% | Sep 2024 |
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Bartlett & Co. Wealth Management | 955.00 | $35k | 0% | Sep 2024 |
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Nbc Securities | 821.00 | $30k | 0% | Sep 2024 |
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Hartland & Co | 459.00 | $17k | 0% | Sep 2024 |
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Capital Investment Advisory Services | 400.00 | $15k | 0% | Sep 2024 |
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IFP Advisors | 365.00 | $13k | 0% | Jun 2024 |
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CoreCap Advisors | 353.00 | $13k | 0% | Sep 2024 |
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Global Retirement Partners | 247.00 | $9.1k | 0% | Sep 2024 |
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Friedenthal Financial | 206.00 | $7.6k | 100% | Sep 2024 |
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Armstrong Advisory Group | 157.00 | $5.8k | 1% | Sep 2024 |
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Abound Wealth Management | 134.00 | $5.0k | 0% | Sep 2024 |
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Pnc Financial Services | 100.00 | $3.7k | 0% | Sep 2024 |
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Aspire Private Capital | 80.00 | $3.0k | 0% | Sep 2024 |
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Who sold out of Ea Series Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Traphagen Investment Advisors | Jun 2024 | 5.9k | $205k |
Pathway Financial Advisers | Jun 2024 | 442.00 | $15k |
Financial Network Wealth Advisors | Jun 2024 | 403.00 | $14k |
Ashton Thomas Private Wealth | Jun 2024 | 193.00 | $6.7k |
Simplex Trading | Jun 2024 | 99.00 | $3.0k |