Safeguard Financial, LLC - EA SERIES TRUST ownership

EA SERIES TRUST's ticker is and the CUSIP is 02072L599. A total of 10 filers reported holding EA SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of EA SERIES TRUST
ValueSharesWeighting
Q2 2024$841,473
-2.4%
29,890
+0.5%
0.23%
-16.7%
Q1 2024$862,344
+9.4%
29,727
+0.5%
0.28%
-6.0%
Q4 2023$788,505
+9.6%
29,574
+1.3%
0.30%
-13.8%
Q3 2023$719,364
+112300.6%
29,195
+14.9%
0.35%
+12.7%
Q2 2023$64025,4110.31%
Other shareholders
EA SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Holistic Planning, LLC 182,700$5,299,8294.07%
OxenFree Capital LLC 109,691$3,088,0212.70%
WealthPLAN Partners, LLC 144,439$4,066,2470.44%
Everhart Financial Group, Inc. 47,625$1,340,7390.35%
Safeguard Financial, LLC 29,890$841,4730.23%
Key Client Fiduciary Advisors, LLC 10,000$281,5200.14%
StoneX Group Inc. 45,767$1,2880.13%
Essex Financial Services, Inc. 16,023$458,0750.03%
Cambridge Investment Research Advisors, Inc. 169,464$4,7710.02%
McIlrath & Eck, LLC 3,885$109,3710.02%
View complete list of EA SERIES TRUST shareholders