Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ALTRIUS GBL DIV
-
Total 13F shares
-
135,589
-
Share change
-
-31,731
-
Total reported value
-
$4,269,706
-
Price per share
-
$31.50
-
Number of holders
-
11
-
Value change
-
-$998,285
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) as of Q4 2024
As of 31 Dec 2024,
EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
135,589 shares.
The largest 10 holders included
Altrius Capital Management Inc, LM Advisors LLC, Advisory Services Network, LLC, One Wealth Management Investment & Advisory Services, LLC, TOWNSQUARE CAPITAL LLC, AlphaCore Capital LLC, Capital Advisory Group Advisory Services, LLC, Royal Bank of Canada, HARBOUR INVESTMENTS, INC., and OSAIC HOLDINGS, INC..
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2024 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.