North Berkeley Wealth Management, LLC EA SERIES TRUST Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025
Number of Shares
3,414
Previous 3,977 14.16%
Holding current value
$303 Million
Previous $350 Million 13.29%
% of portfolio
0.28%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-563 Reduced 14.16%
3,414 $303 Million
Q1 2025

Aug 13, 2025
BUY
N/A
3,977 New
3,977 $350 Million
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