Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / STRIVE 1000 VALU
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
82,472
-
Shares change
-
+69,288
-
Total reported value, excl. options
-
$2,090,373
-
Value change
-
+$1,744,843
-
Number of buys
-
4
-
Price
-
$25.00
Significant Holders of EA SERIES TRUST - STRIVE 1000 VALU (STXV) as of Q4 2022
5 filings reported holding STXV - EA SERIES TRUST - STRIVE 1000 VALU as of Q4 2022.
EA SERIES TRUST - STRIVE 1000 VALU (STXV) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82,472 shares
.
Largest 5 shareholders include CITADEL ADVISORS LLC (55,981 shares), WealthPlan Investment Management, LLC (13,184 shares), WealthPLAN Partners, LLC (13,184 shares), ADVISOR GROUP HOLDINGS, INC. (122 shares), and UBS Group AG (1 shares).
This table shows the top 5 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.