Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / ARGENT MID CAP
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
2.22M
-
Shares change
-
+665K
-
Total reported value, excl. options
-
$76M
-
Value change
-
+$22.7M
-
Number of buys
-
9
-
Number of sells
-
-3
-
Price
-
$34.13
Significant Holders of EA SERIES TRUST - ARGENT MID CAP (AMID) as of Q4 2024
17 filings reported holding AMID - EA SERIES TRUST - ARGENT MID CAP as of Q4 2024.
EA SERIES TRUST - ARGENT MID CAP (AMID) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.22M shares
.
Largest 10 shareholders include MONETA GROUP INVESTMENT ADVISORS LLC (1.24M shares), Legacy CG, LLC (340K shares), Orion Portfolio Solutions, LLC (263K shares), Orion Porfolio Solutions, LLC (263K shares), Tandem Wealth Advisors LLC (140K shares), VISTA FINANCE, LLC (138K shares), Maia Wealth LLC (64.9K shares), ARGENT CAPITAL MANAGEMENT LLC (18.1K shares), WELLS FARGO & COMPANY/MN (8.88K shares), and RAYMOND JAMES FINANCIAL INC (8.1K shares).
This table shows the top 17 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.