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Ea Series Trust shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 134k 31.37
2023-09-30 $3.6M 130k 27.40
2023-06-30 $3.8M 133k 28.34
2023-03-31 $3.3M 128k 26.11
2022-12-31 $837k 35k 24.26

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View all positions for AE Wealth Management

Top funds holding Ea Series Trust

OxenFree Capital
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
UBS Group
Raymond James Financial Services Advisors
AE Wealth Management
Secured Retirement Advisors
Commonwealth Equity Services
Essex Financial Services
Creative Planning
Visionary Wealth Advisors
Bank of America Corporation
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding Ea Series Trust