Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ASTORIA US EQUAL
-
Total 13F shares
-
4,161,540
-
Share change
-
+876,907
-
Total reported value
-
$121,841,720
-
Price per share
-
$29.27
-
Number of holders
-
52
-
Value change
-
+$25,634,730
-
Number of buys
-
41
-
Number of sells
-
16
Institutional Holders of EA SERIES TRUST - ASTORIA US EQUAL (ROE) as of Q1 2025
As of 31 Mar 2025 EA SERIES TRUST - ASTORIA US EQUAL (ROE) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,161,540 shares of stock of the company.
Largest 10 holders included Hobbs Group Advisors, LLC, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, Astor Investment Management LLC, Belpointe Asset Management LLC, Vermillion & White Wealth Management Group, LLC, Oregon Pacific Wealth Management, LLC, Atria Investments, Inc, Legacy Capital Group California, Inc., and PUFF WEALTH MANAGEMENT, LLC.
This table shows 52 institutional shareholders of the security as of 31 Mar 2025.
| 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.