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Ea Series Trust shares owned by CWM

Quarter-by-quarter ownership of Ea Series Trust (STXD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 7.2k 33.78
2024-06-30 $356k 11k 31.43
2024-03-31 $351k 11k 30.99
2023-12-31 $327k 11k 28.87
2023-09-30 $298k 11k 26.31
2023-06-30 $198k 7.2k 27.53
2023-03-31 $188k 7.2k 26.14

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Ea Series Trust

OxenFree Capital
Pensionmark Financial Group
Intl Fcstone
Holistic Planning
Cambridge Investment Research Advisors
Kestra Advisory Services
Venture Visionary Partners
PDS Planning
Captrust Financial Advisors
CWM
Harbour Investments
Parallel Advisors
Advisor Group Holdings
Aptus Capital Advisors
JNBA Financial Advisors

View all funds holding Ea Series Trust