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Ea Series Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ea Series Trust (STXE) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 81k 30.34
2024-06-30 $2.2M 75k 29.74

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Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Ea Series Trust

Chicago Partners Investment
Stifel Financial
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
OxenFree Capital
Paragon Capital Management
Concurrent Investment Advisors
Financial Management Network
Secured Retirement Advisors
Visionary Wealth Advisors
Parallel Advisors
Stratos Wealth Advisors
Feltz Wealth PLAN
Old Mission Capital
LPL Financial

View all funds holding Ea Series Trust