Delap Wealth Advisory, LLC EA SERIES TRUST Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025
Number of Shares
214,091
Previous 131,228 63.14%
Holding current value
$4.36 Billion
Previous $2.55 Billion 71.03%
% of portfolio
2.09%
Previous 1.42%

Shares

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

Jul 28, 2025
BUY
N/A
82,863 Added 63.14%
214,091 $4.36 Billion
Q1 2025

May 08, 2025
BUY
N/A
3,825 Added 3.0%
131,228 $2.55 Billion
Q4 2024

Feb 04, 2025
SELL
N/A
-1,509 Reduced 1.17%
127,403 $2.76 Billion
Q3 2024

Nov 12, 2024
SELL
N/A
-26,640 Reduced 17.13%
128,912 $2.85 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
83,024 Added 114.47%
155,552 $3.17 Billion
Q1 2024

May 14, 2024
BUY
N/A
34,910 Added 92.8%
72,528 $1.54 Billion
Q4 2023

Feb 14, 2024
SELL
N/A
-2,436 Reduced 6.08%
37,618 $791 Million
Q3 2023

Nov 13, 2023
BUY
N/A
11,741 Added 41.47%
40,054 $732 Million
Q2 2023

Aug 08, 2023
SELL
N/A
-8,484 Reduced 23.06%
28,313 $505 Million
Q1 2023

May 15, 2023
BUY
N/A
36,797 New
36,797 $645 Million
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