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Ea Series Trust shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 86k 41.97
2023-09-30 $420k 15k 27.40

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Ea Series Trust

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

View all funds holding Ea Series Trust