Able Wealth Management LLC EA SERIES TRUST Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025
Number of Shares
21,815
Previous 15,708 38.88%
Holding current value
$2.48 Billion
Previous $1.77 Billion 40.33%
% of portfolio
0.93%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
6,107 Added 38.88%
21,815 $2.48 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
7,799 Added 98.61%
15,708 $1.77 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
7,909 New
7,909 $882 Million
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