News + Filings Key Docs Holdings Ownership
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EA Series Trust (WIZ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
| 6,108 | 57 | 178,292,000 | 0.01 | |
Hist
| 06/30/2023 |
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Householder Group Estate & Retirement Specialist, LLC
| 3,130 | 3,130 | 87,045,000 | 0.03 | |
Hist
| 09/30/2023 |
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JANICZEK WEALTH MANAGEMENT, LLC
| 1,200 | 0 | 35,028,000 | 0.01 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 217 | -318 | 6,334,000 | | |
Hist
| 06/30/2023 |
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UBS Group AG
| 82 | -3,223 | 2,394,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cambridge Investment Research Advisors, Inc.
| 36,554 | -55 | 1,067,000 | 0.00 | |
Hist
| 06/30/2023 |
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S.C. Financial Services, Inc.
| 8,099 | 138 | 230,000 | 0.36 | |
Hist
| 09/30/2022 |
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