Life Goal Wealth Advisors EA SERIES TRUST Transaction History

Life Goal Wealth Advisors

  • $150 Billion
  • Q4 2025
Number of Shares
21,551
Previous 3,465 521.96%
Holding current value
$2.51 Billion
Previous $395 Million 535.83%
% of portfolio
1.67%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
18,086 Added 521.96%
21,551 $2.51 Billion
Q3 2025

Nov 24, 2025
SELL
N/A
-249 Reduced 6.7%
3,465 $395 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-962 Reduced 20.57%
3,714 $418 Million
Q1 2025

Apr 21, 2025
BUY
N/A
342 Added 7.89%
4,676 $521 Million
Q4 2024

Feb 04, 2025
BUY
N/A
4,334 New
4,334 $478 Million
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