Cypress Wealth Services »

Ea Series Trust shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 6.3k 36.84
2024-06-30 $214k 6.1k 34.97

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Ea Series Trust

OxenFree Capital
Raymond James & Associates
Branch Banking & Trust Company
Royal Bank of Canada
Weaver Capital Management
United Advisor Group
Essex Financial Services
LPL Financial
Secured Retirement Advisors
Raymond James Financial Services Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Sage Capital Management
Holistic Planning

View all funds holding Ea Series Trust