Kaufman Rossin Wealth, LLC EA SERIES TRUST Transaction History

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025
Number of Shares
1,168,433
Previous 999,705 16.88%
Holding current value
$23.8 Billion
Previous $19.4 Billion 22.53%
% of portfolio
15.07%
Previous 13.89%

Shares

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

Jul 11, 2025
BUY
N/A
168,728 Added 16.88%
1,168,433 $23.8 Billion
Q1 2025

May 14, 2025
SELL
N/A
-519 Reduced 0.05%
999,705 $19.4 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
1,000,224 New
1,000,224 $21.7 Billion
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