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Ea Series Trust shares owned by CWM

Quarter-by-quarter ownership of Ea Series Trust (TBG) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $151k 4.6k 33.12
2024-03-31 $697k 24k 29.53
2023-12-31 $91k 3.3k 27.27

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View all positions for CWM

Top funds holding Ea Series Trust

HighTower Advisors
Abundance Wealth Counselors
Cambridge Investment Research Advisors
OneAscent Wealth Management
OneAscent Financial Services
EverSource Wealth Advisors
Stifel Financial
Stokes Capital Advisors
Atria Investments
Commonwealth Equity Services
Insight Wealth Partners
Gts Securities
OneAscent Family Office
Susquehanna International
Cetera Investment Advisers

View all funds holding Ea Series Trust