Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / STRIVE SML CAP
-
Total 13F shares
-
216,213
-
Share change
-
+92,813
-
Total reported value
-
$5,417,207
-
Price per share
-
$25.20
-
Number of holders
-
17
-
Value change
-
+$2,333,783
-
Number of buys
-
13
-
Number of sells
-
1
Institutional Holders of EA SERIES TRUST - STRIVE SML CAP (STXK) as of Q3 2023
As of 30 Sep 2023 EA SERIES TRUST - STRIVE SML CAP (STXK) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 216,213 shares of stock of the company.
Largest 10 holders included WealthPLAN Partners, LLC, FINANCIAL MANAGEMENT NETWORK INC, StoneX Group Inc., Royal Bank of Canada, CITADEL ADVISORS LLC, PDS Planning, Inc, Creative Planning, Everhart Financial Group, Inc., Safeguard Financial, LLC, and OSAIC HOLDINGS, INC..
This table shows 17 institutional shareholders of the security as of 30 Sep 2023.
| 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.