Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / STRIVE 1000 VALU
-
Total 13F shares
-
436,095
-
Share change
-
-26,159
-
Total reported value
-
$11,627,392
-
Price per share
-
$26.66
-
Number of holders
-
14
-
Value change
-
-$628,213
-
Number of buys
-
6
-
Number of sells
-
6
Institutional Holders of EA SERIES TRUST - STRIVE 1000 VALU (STXV) as of Q4 2023
As of 31 Dec 2023,
EA SERIES TRUST - STRIVE 1000 VALU (STXV) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
436,095 shares.
The largest 10 holders included
WealthPLAN Partners, LLC, OxenFree Capital LLC, Holistic Planning, LLC, StoneX Group Inc., Safeguard Financial, LLC, Everhart Financial Group, Inc., Venture Visionary Partners LLC, OSAIC HOLDINGS, INC., PACIFIC CAPITAL WEALTH ADVISORS, INC, and McIlrath & Eck, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 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.