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Ea Series Trust shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (STXD) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6k 108 33.77
2024-06-30 $3.4k 108 31.41
2024-03-31 $3.3k 108 30.99
2023-12-31 $3.1k 108 28.89

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Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

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