Number of Shares
235,707.00
Current Holdings Value*
$9.44 Mil
% of Portfolio
5.63%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
23.84%

SECURED RETIREMENT ADVISORS, LLC's EA SERIES TRUST Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 235,707.00 shares of EA SERIES TRUST(STRV), totaling $9.44 Mil. This investment constitutes 5.63% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 1.01% of the outstanding EA SERIES TRUST(STRV) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 2 purchases of STRV, at an average price of $32.92, for a total of 244,870.00 shares. In addition, there have been 4 sales at an average price of $35.64 for 9,163.00 shares. Based on historical transaction data and STRV's current price of $40.97, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his STRV holdings is $1.92 Mil, reflecting a 23.84% gain to date.

SECURED RETIREMENT ADVISORS, LLC STRV ($40.97) Holding Chart

SECURED RETIREMENT ADVISORS, LLC STRV ($40.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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