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Ea Series Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Ea Series Trust (STRV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 89k 30.57
2023-09-30 $2.5M 90k 27.40
2023-06-30 $2.0M 71k 28.34
2023-03-31 $1.9M 72k 26.11
2022-12-31 $2.7M 111k 24.31

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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