Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / ALTRIUS GBL DIV
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Number of holders
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11
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Total 13F shares, excl. options
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136K
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Shares change
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-31.7K
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Total reported value, excl. options
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$4.27M
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Value change
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-$998K
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Number of buys
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5
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Number of sells
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-5
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Price
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$31.50
Significant Holders of EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) as of Q4 2024
11 filings reported holding DIVD - EA SERIES TRUST - ALTRIUS GBL DIV as of Q4 2024.
EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 136K shares
.
Largest 10 shareholders include Altrius Capital Management Inc (34K shares), LM Advisors LLC (21.2K shares), Advisory Services Network, LLC (17.7K shares), One Wealth Management Investment & Advisory Services, LLC (17.2K shares), TOWNSQUARE CAPITAL LLC (16.8K shares), AlphaCore Capital LLC (14.3K shares), Capital Advisory Group Advisory Services, LLC (6.37K shares), Royal Bank of Canada (5.32K shares), HARBOUR INVESTMENTS, INC. (1.55K shares), and OSAIC HOLDINGS, INC. (1.18K shares).
This table shows the top 11 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.