Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / STRIVE 1000 VALU
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1,724,181
-
Shares change
-
-17,967
-
Total reported value, excl. options
-
$50,874,516
-
Value change
-
-$592,857
-
Number of buys
-
14
-
Number of sells
-
-7
-
Price
-
$29.51
Significant Holders of EA SERIES TRUST - STRIVE 1000 VALU (STXV) as of Q4 2024
27 filings reported holding STXV - EA SERIES TRUST - STRIVE 1000 VALU as of Q4 2024.
EA SERIES TRUST - STRIVE 1000 VALU (STXV) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,724,181 shares
.
Largest 10 shareholders include Holistic Planning, LLC (594,377 shares), Advyzon Investment Management, LLC (398,821 shares), Cambridge Investment Research Advisors, Inc. (198,077 shares), WealthPLAN Partners, LLC (166,399 shares), OxenFree Capital LLC (123,075 shares), Everhart Financial Group, Inc. (43,236 shares), Janney Montgomery Scott LLC (40,772 shares), Safeguard Financial, LLC (28,257 shares), PARAGON CAPITAL MANAGEMENT INC (21,484 shares), and StoneX Group Inc. (18,711 shares).
This table shows the top 24 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.