EA SERIES TRUST's ticker is and the CUSIP is 02072L680. A total of 78 filers reported holding EA SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,176,000 | +0.8% | 348,182 | -2.9% | 0.00% | 0.0% |
| Q1 2024 | $12,074,000 | +38.3% | 358,692 | +25.6% | 0.00% | +50.0% |
| Q4 2023 | $8,730,000 | +7.8% | 285,565 | -3.3% | 0.00% | 0.0% |
| Q3 2023 | $8,095,000 | -10.5% | 295,447 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $9,041,000 | +27.4% | 318,991 | +17.3% | 0.00% | 0.0% |
| Q1 2023 | $7,099,000 | +5.0% | 271,870 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $6,761,000 | +24046.4% | 278,679 | +22337.9% | 0.00% | – |
| Q3 2022 | $28,000 | – | 1,242 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OxenFree Capital LLC | 591,151 | $18,071,486 | 18.58% |
| SECURED RETIREMENT ADVISORS, LLC | 131,360 | $4,015,676 | 3.86% |
| Holistic Planning, LLC | 77,661 | $2,374,101 | 2.00% |
| S.A. Mason LLC | 40,395 | $1,234,875 | 0.83% |
| Sage Capital Management, LLC | 44,359 | $1,356,080 | 0.81% |
| Fairman Group, LLC | 21,962 | $671,379 | 0.64% |
| Future Financial Wealth Managment LLC | 16,443 | $502,663 | 0.50% |
| FINANCIAL MANAGEMENT NETWORK INC | 42,974 | $1,292,659 | 0.38% |
| Indiana Trust & Investment Management CO | 23,000 | $703,110 | 0.32% |
| Everhart Financial Group, Inc. | 19,717 | $602,749 | 0.21% |