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Ea Series Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 51k 106.46
2023-09-30 $277k 2.7k 103.68

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Ea Series Trust

Empowered Funds
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Compass Ion Advisors
Summit Wealth & Retirement Planning
CWM
Client First Investment Management
Bank of America Corporation
Stokes Family Office
Ethos Financial Group
Castleview Partners
Integrated Wealth Concepts

View all funds holding Ea Series Trust