Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / STRIVE SML CAP
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
431,042
-
Shares change
-
-12,175
-
Total reported value, excl. options
-
$12,463,927
-
Value change
-
-$203,186
-
Number of buys
-
10
-
Number of sells
-
-7
-
Price
-
$29.05
Significant Holders of EA SERIES TRUST - STRIVE SML CAP (STXK) as of Q4 2023
23 filings reported holding STXK - EA SERIES TRUST - STRIVE SML CAP as of Q4 2023.
EA SERIES TRUST - STRIVE SML CAP (STXK) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 431,042 shares
.
Largest 10 shareholders include OxenFree Capital LLC (214,245 shares), FINANCIAL MANAGEMENT NETWORK INC (58,828 shares), WealthPLAN Partners, LLC (48,684 shares), StoneX Group Inc. (41,068 shares), PDS Planning, Inc (13,228 shares), Holistic Planning, LLC (12,759 shares), Creative Planning (9,164 shares), Safeguard Financial, LLC (8,548 shares), Everhart Financial Group, Inc. (8,227 shares), and Essex Financial Services, Inc. (7,196 shares).
This table shows the top 19 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.