Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HONEYTREE US EQU
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
36,852
-
Shares change
-
+15,436
-
Total reported value, excl. options
-
$1,129,950
-
Value change
-
+$490,856
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$30.68
Significant Holders of EA SERIES TRUST - HONEYTREE US EQU (BEEZ) as of Q1 2024
6 filings reported holding BEEZ - EA SERIES TRUST - HONEYTREE US EQU as of Q1 2024.
EA SERIES TRUST - HONEYTREE US EQU (BEEZ) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,852 shares
.
Largest 6 shareholders include CIBC WORLD MARKET INC. (20,710 shares), JOURNEY STRATEGIC WEALTH LLC (13,242 shares), Royal Bank of Canada (2,000 shares), BANK OF MONTREAL /CAN/ (800 shares), RAELIPSKIE PARTNERSHIP (100 shares), and GTS SECURITIES LLC (0 shares).
This table shows the top 5 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.