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Ea Series Trust shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $628k 17k 36.84
2024-03-31 $328k 9.7k 33.66
2023-12-31 $297k 9.7k 30.57
2023-09-30 $291k 11k 27.40

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

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