Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / ALPHA ARCHITECT
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Number of holders
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21
-
Total 13F shares, excl. options
-
2,703,756
-
Shares change
-
+247,721
-
Total reported value, excl. options
-
$236,344,667
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Value change
-
+$21,691,571
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Number of buys
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15
-
Number of sells
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3
-
Price
-
$87.54
Institutional Holders of EA SERIES TRUST - ALPHA ARCHITECT (CAOS) as of Q4 2024
As of 31 Dec 2024 EA SERIES TRUST - ALPHA ARCHITECT (CAOS) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,703,756 shares of stock of the company.
Largest 10 holders included Insight Advisors, LLC/ PA, CONTINUUM WEALTH ADVISORS, LLC, CULTIVAR CAPITAL, INC., Valley Financial Group, Inc., Wealthcare Advisory Partners LLC, Empirical Finance, LLC, CLG LLC, COMMONWEALTH EQUITY SERVICES, LLC, IronOak Wealth LLC., and World Investment Advisors.
This table shows 23 institutional shareholders of the security as of 31 Dec 2024.
| 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.