Life Goal Wealth Advisors EA SERIES TRUST Transaction History

Life Goal Wealth Advisors

  • $120 Billion
  • Q3 2025
Number of Shares
3,465
Previous 3,714 6.7%
Holding current value
$395 Million
Previous $418 Million 5.72%
% of portfolio
0.33%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Life Goal Wealth Advisors Portfolio

Follow Life Goal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Goal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Life Goal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email