Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ALPHA ARCH 1-3
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
1,856,095
-
Shares change
-
+250,252
-
Total reported value, excl. options
-
$192,447,734
-
Value change
-
+$25,950,556
-
Number of buys
-
23
-
Number of sells
-
-4
-
Price
-
$103.68
Significant Holders of EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) as of Q3 2023
29 filings reported holding BOXX - EA SERIES TRUST - ALPHA ARCH 1-3 as of Q3 2023.
EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,856,095 shares
.
Largest 10 shareholders include Empowered Funds, LLC (1,035,000 shares), True Wealth Design, LLC (305,322 shares), Insight Advisors, LLC/ PA (261,495 shares), CWM, LLC (56,171 shares), Commonwealth Financial Services, LLC (30,320 shares), Stokes Family Office, LLC (25,362 shares), Seed Wealth Management, Inc. (22,140 shares), BlackDiamond Wealth Management Inc. (17,378 shares), WealthPLAN Partners, LLC (14,992 shares), and OSAIC HOLDINGS, INC. (8,664 shares).
This table shows the top 28 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.