EA SERIES TRUST's ticker is and the CUSIP is 02072L722. A total of 108 filers reported holding EA SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $192,394 | -4.4% | 6,426 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $201,198 | +11.6% | 6,426 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $180,249 | -6.7% | 6,426 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $193,294 | +71.2% | 6,426 | +55.7% | 0.00% | +50.0% |
| Q2 2023 | $112,887 | -1.6% | 4,126 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $114,703 | +10.5% | 4,126 | +17.0% | 0.00% | 0.0% |
| Q4 2022 | $103,841 | +107.7% | 3,526 | +74.0% | 0.00% | +100.0% |
| Q3 2022 | $50,000 | – | 2,026 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Edge Advisors, LLC | 92,340 | $2,764,660 | 0.84% |
| FINANCIAL MANAGEMENT NETWORK INC | 68,138 | $2,012,809 | 0.48% |
| Covey Capital Advisors, LLC | 10,000 | $299,400 | 0.34% |
| Ethos Financial Group, LLC | 51,696 | $1,548 | 0.27% |
| Holistic Planning, LLC | 9,386 | $293,876 | 0.23% |
| Visionary Wealth Advisors | 102,254 | $3,061,479 | 0.20% |
| Vigilare Wealth Management | 13,293 | $397,991 | 0.18% |
| Rain Capital Management, LLC | 6,106 | $188,805 | 0.13% |
| StoneX Group Inc. | 20,588 | $616 | 0.06% |
| Concurrent Investment Advisors, LLC | 50,656 | $1,516,641 | 0.05% |