Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ALTRIUS GBL DIV
-
Total 13F shares
-
223,591
-
Share change
-
+1,448
-
Total reported value
-
$8,246,157
-
Price per share
-
$36.88
-
Number of holders
-
11
-
Value change
-
+$69,892
-
Number of buys
-
6
-
Number of sells
-
4
Institutional Holders of EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) as of Q3 2025
As of 30 Sep 2025,
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
223,591 shares.
The largest 10 holders included
Altrius Capital Management Inc, LM Advisors LLC, One Wealth Management Investment & Advisory Services, LLC, Advisory Services Network, LLC, Harpswell Capital Advisors, LLC, Capital Advisory Group Advisory Services, LLC, Global View Capital Management LLC, HARBOUR INVESTMENTS, INC., ROYAL BANK OF CANADA, and UBS Group AG.
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2025 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.