EverSource Wealth Advisors »

Ea Series Trust shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 9.4k 31.92
2024-06-30 $205k 6.8k 30.24
2024-03-31 $119k 4.2k 28.28

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Ea Series Trust

HighTower Advisors
Commonwealth Equity Services
EverSource Wealth Advisors
Spinnaker Investment Group
Proequities
Signature
Hilltop National Bank

View all funds holding Ea Series Trust