Ownership history in EVOKE WEALTH, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in EA SERIES TRUST (MKAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 41,773 | +412 | +1.0% | 0.02% | $1.3M | $30.75 |
| 2025 Q3 | ADDED | 41,361 | +220 | +0.5% | 0.03% | $1.3M | $30.49 |
| 2025 Q2 | ADDED | 41,141 | +322 | +0.8% | 0.03% | $1.2M | $29.17 |
| 2025 Q1 | ADDED | 40,819 | +119 | +0.3% | 0.03% | $1.2M | $28.48 |
| 2024 Q4 | ADDED | 40,700 | +309 | +0.8% | 0.03% | $1.2M | $28.73 |
| 2024 Q3 | ADDED | 40,391 | +121 | +0.3% | 0.03% | $1.2M | $28.34 |
| 2024 Q2 | ADDED | 40,270 | +200 | +0.5% | 1.35% | $1.1M | $27.68 |
| 2024 Q1 | ADDED | 40,070 | +140 | +0.4% | 0.03% | $1.1M | $26.94 |
| 2023 Q4 | INITIATED | 39,930 | — | — | 0.02% | $1.1M | — |