Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / STRIVE 1000 DIV
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
80,070
-
Shares change
-
+7,527
-
Total reported value, excl. options
-
$2,199,056
-
Value change
-
+$207,046
-
Number of buys
-
6
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Number of sells
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-4
-
Price
-
$27.46
Significant Holders of EA SERIES TRUST - STRIVE 1000 DIV (STXD) as of Q2 2023
16 filings reported holding STXD - EA SERIES TRUST - STRIVE 1000 DIV as of Q2 2023.
EA SERIES TRUST - STRIVE 1000 DIV (STXD) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80,070 shares
.
Largest 10 shareholders include Pensionmark Financial Group, LLC (53,000 shares), Venture Visionary Partners LLC (8,870 shares), CWM, LLC (7,193 shares), Parallel Advisors, LLC (4,000 shares), OSAIC HOLDINGS, INC. (2,676 shares), HARBOUR INVESTMENTS, INC. (2,025 shares), Colonial Trust Advisors (690 shares), JNBA Financial Advisors (500 shares), Allworth Financial LP (497 shares), and Worth Asset Management, LLC (300 shares).
This table shows the top 13 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.