Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / STRIVE SML CAP
-
Total 13F shares
-
216,213
-
Share change
-
+88,383
-
Total reported value
-
$5,416,801
-
Price per share
-
$25.20
-
Number of holders
-
17
-
Value change
-
+$2,221,747
-
Number of buys
-
12
-
Number of sells
-
1
Institutional Holders of EA SERIES TRUST - STRIVE SML CAP (STXK) as of Q3 2023
As of 30 Sep 2023,
EA SERIES TRUST - STRIVE SML CAP (STXK) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
216,213 shares.
The largest 10 holders included
WealthPLAN Partners, LLC, FINANCIAL MANAGEMENT NETWORK INC, StoneX Group Inc., Royal Bank of Canada, CITADEL ADVISORS LLC, PDS Planning, Inc, Creative Planning, Everhart Financial Group, Inc., Safeguard Financial, LLC, and OSAIC HOLDINGS, INC..
This page lists
17
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.