Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ARGENT MID CAP
-
Number of holders
-
12
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Total 13F shares, excl. options
-
1.55M
-
Shares change
-
+523K
-
Total reported value, excl. options
-
$54.8M
-
Value change
-
+$18.6M
-
Number of buys
-
11
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Number of sells
-
-2
-
Price
-
$35.34
Significant Holders of EA SERIES TRUST - ARGENT MID CAP (AMID) as of Q3 2024
13 filings reported holding AMID - EA SERIES TRUST - ARGENT MID CAP as of Q3 2024.
EA SERIES TRUST - ARGENT MID CAP (AMID) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.55M shares
.
Largest 10 shareholders include MONETA GROUP INVESTMENT ADVISORS LLC (1.03M shares), Orion Porfolio Solutions, LLC (279K shares), Orion Portfolio Solutions, LLC (279K shares), Legacy CG, LLC (188K shares), Maia Wealth LLC (26.3K shares), ARGENT CAPITAL MANAGEMENT LLC (18.1K shares), WELLS FARGO & COMPANY/MN (8.88K shares), CIBC Private Wealth Group LLC (1.43K shares), Farther Finance Advisors, LLC (798 shares), and OSAIC HOLDINGS, INC. (551 shares).
This table shows the top 12 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.