Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (STXM) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ea Series Trust
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All positions including Ea Series Trust held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ea Series Trust by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 187k | 28.24 |
| 2025-06-30 | $5.1M | 192k | 26.40 |
| 2025-03-31 | $4.6M | 187k | 24.57 |
| 2024-12-31 | $4.5M | 174k | 26.01 |
| 2024-09-30 | $4.3M | 165k | 25.99 |