Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / BURNEY US FCTR
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Number of holders
-
3
-
Total 13F shares, excl. options
-
5,988,240
-
Shares change
-
+88,927
-
Total reported value, excl. options
-
$217,944,378
-
Value change
-
+$3,292,379
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Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$36.40
Significant Holders of EA SERIES TRUST - BURNEY US FCTR (BRNY) as of Q1 2024
4 filings reported holding BRNY - EA SERIES TRUST - BURNEY US FCTR as of Q1 2024.
EA SERIES TRUST - BURNEY US FCTR (BRNY) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,988,240 shares
.
Largest 4 shareholders include BURNEY CO/ (5,903,633 shares), Fiduciary Planning LLC (48,087 shares), Canal Capital Management, LLC (36,520 shares), and GTS SECURITIES LLC (0 shares).
This table shows the top 3 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.