Holistic Planning, LLC - EA SERIES TRUST ownership

EA SERIES TRUST's ticker is and the CUSIP is 02072L680. A total of 91 filers reported holding EA SERIES TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Holistic Planning, LLC ownership history of EA SERIES TRUST
ValueSharesWeighting
Q2 2024$2,026,6350.0%60,2090.0%1.56%
+0.6%
Q1 2024$2,026,635
-14.6%
60,209
-22.5%
1.55%
-22.6%
Q4 2023$2,374,10177,6612.00%
Other shareholders
EA SERIES TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT NETWORK INC 12,660$307,8300.14%
CLIENT 1ST ADVISORY GROUP, LLC 9,622$233,4300.14%
IFP Advisors, Inc 54,112$1,3430.04%
Snowden Capital Advisors LLC 28,482$690,9730.03%
Visionary Wealth Advisors 10,200$2470.02%
Cassady Schiller Wealth Management, LLC 1,084$26,2980.02%
McIlrath & Eck, LLC 1,335$32,3870.01%
Cetera Advisor Networks LLC 34,140$828,2360.01%
AE Wealth Management LLC 34,495$836,8490.01%
Raymond James Financial Services Advisors, Inc. 97,351$2,361,7350.01%
View complete list of EA SERIES TRUST shareholders