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Ea Series Trust Strive shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ea Series Trust Strive

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust Strive 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 Strive by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 119k 19.91
2023-09-30 $627k 32k 19.62

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 Strive

McIlrath & Eck
OxenFree Capital
Ethos Financial Group
Intl Fcstone
WealthPlan Investment Management
Holistic Planning
Advyzon Investment Management
Flow Traders US
Gts Securities
Citadel Advisors
Kestra Advisory Services
LPL Financial
Cambridge Investment Research Advisors
Trilogy Capital
Balance Wealth

View all funds holding Ea Series Trust Strive