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Ea Series Trust shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 684 44.08
2025-03-31 $112k 3.1k 36.06
2024-12-31 $117k 3.1k 37.80
2024-09-30 $114k 3.1k 36.84
2024-06-30 $110k 3.1k 35.35
2024-03-31 $100k 3.1k 32.28

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Top funds holding Ea Series Trust

OxenFree Capital
Raymond James Financial
Branch Banking & Trust Company
Holistic Planning
Stifel Financial
Weaver Capital Management
United Advisor Group
LPL Financial
Ethos Financial Group
Jones Financial Companies, L.L
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Secured Retirement Advisors
Kestra Advisory Services
Hegarty Advisors

View all funds holding Ea Series Trust