Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ALPHA ARCH 1-3
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
2.53M
-
Shares change
-
+638K
-
Total reported value, excl. options
-
$266M
-
Value change
-
+$67.1M
-
Number of buys
-
33
-
Number of sells
-
-7
-
Price
-
$105.15
Significant Holders of EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) as of Q4 2023
43 filings reported holding BOXX - EA SERIES TRUST - ALPHA ARCH 1-3 as of Q4 2023.
EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.53M shares
.
Largest 10 shareholders include Empowered Funds, LLC (1.1M shares), True Wealth Design, LLC (455K shares), Insight Advisors, LLC/ PA (282K shares), Altium Capital Management LP (92.7K shares), HighTower Advisors, LLC (72.8K shares), CWM, LLC (72K shares), Cambridge Investment Research Advisors, Inc. (48.5K shares), Commonwealth Financial Services, LLC (41.1K shares), Integrated Wealth Concepts LLC (36.1K shares), and Seed Wealth Management, Inc. (24.9K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.