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Ea Series Trust shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 13k 30.34
2024-03-31 $293k 10k 28.71
2023-12-31 $284k 10k 27.82
2023-09-30 $272k 11k 25.00

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

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