Safeguard Financial, LLC - EA SERIES TRUST ownership

EA SERIES TRUST's ticker is and the CUSIP is 02072L615. A total of 13 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$785,774
+18.7%
19,715
+11.7%
0.22%
+0.9%
Q1 2024$661,807
+11.6%
17,653
+1.1%
0.22%
-4.0%
Q4 2023$593,228
+17.0%
17,466
+3.5%
0.22%
-8.2%
Q3 2023$507,072
+120631.4%
16,880
+25.6%
0.24%
+21.3%
Q2 2023$42013,4410.20%
Other shareholders
EA SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
OxenFree Capital LLC 355,664$14,175,55812.38%
Holistic Planning, LLC 91,643$3,435,6862.64%
Demars Financial Group, LLC 50,391$2,008,4140.96%
WealthPLAN Partners, LLC 96,082$3,829,5020.41%
Everhart Financial Group, Inc. 36,574$1,457,7150.38%
Safeguard Financial, LLC 19,715$785,7740.22%
StoneX Group Inc. 51,639$2,0580.20%
VICTORY FINANCIAL GROUP, LLC 6,518$259,7960.12%
WHITENER CAPITAL MANAGEMENT, INC. 8,984$358,0700.11%
Essex Financial Services, Inc. 12,238$466,9960.04%
View complete list of EA SERIES TRUST shareholders