Creative Planning »

Ea Series Trust shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $394k 14k 27.82
2023-09-30 $354k 14k 25.00
2023-06-30 $244k 9.2k 26.37
2023-03-31 $229k 9.2k 24.78

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Ea Series Trust

McIlrath & Eck
Chicago Partners Investment
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
OxenFree Capital
Financial Management Network
Stifel Financial
AE Wealth Management
Visionary Wealth Advisors
Secured Retirement Advisors
UBS Group
Parallel Advisors
Stratos Wealth Advisors
Feltz Wealth PLAN
Janney Montgomery Scott

View all funds holding Ea Series Trust