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Ea Series Trust shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 28k 39.08
2023-09-30 $536k 22k 25.00

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Ea Series Trust

McIlrath & Eck
Chicago Partners Investment
OxenFree Capital
Cambridge Investment Research Advisors
UBS Group
Stifel Financial
Old Mission Capital
Gts Securities
Secured Retirement Advisors
Parallel Advisors
WealthPlan Investment Management
Concurrent Investment Advisors
Financial Management Network
LPL Financial
Jones Financial Companies, L.L

View all funds holding Ea Series Trust