Number of Shares
289,117.00
Current Holdings Value*
$10.43 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
17.23%

United Advisor Group, LLC's EA SERIES TRUST Holding Summary

As of 2025-03-31, United Advisor Group, LLC held 289,117.00 shares of EA SERIES TRUST(STRV), totaling $10.43 Mil. This investment constitutes 2.14% of their stock portfolio, and United Advisor Group, LLC now holds 1.3% of the outstanding EA SERIES TRUST(STRV) stock.

The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 5 purchases of STRV, at an average price of $34.71, for a total of 289,117.00 shares. Based on historical transaction data and STRV's current price of $40.69, United Advisor Group, LLC's estimated gain on his STRV holdings is $1.73 Mil, reflecting a 17.23% gain to date.

United Advisor Group, LLC STRV ($40.69) Holding Chart

United Advisor Group, LLC STRV ($40.69) 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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