Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / STRIVE 1000 VALU
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
153,937
-
Shares change
-
+71,465
-
Total reported value, excl. options
-
$3,788,378
-
Value change
-
+$1,737,072
-
Number of buys
-
6
-
Number of sells
-
-2
-
Price
-
$24.61
Significant Holders of EA SERIES TRUST - STRIVE 1000 VALU (STXV) as of Q1 2023
9 filings reported holding STXV - EA SERIES TRUST - STRIVE 1000 VALU as of Q1 2023.
EA SERIES TRUST - STRIVE 1000 VALU (STXV) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 153,937 shares
.
Largest 9 shareholders include WealthPLAN Partners, LLC (112,868 shares), CITADEL ADVISORS LLC (22,691 shares), Venture Visionary Partners LLC (8,653 shares), CWM, LLC (7,764 shares), UBS Group AG (893 shares), McIlrath & Eck, LLC (841 shares), ADVISOR GROUP HOLDINGS, INC. (122 shares), Ameritas Advisory Services, LLC (105 shares), and WealthPlan Investment Management, LLC (0 shares).
This table shows the top 8 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.