Philip James Wealth Mangement, LLC EA SERIES TRUST Transaction History

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025
Number of Shares
221,165
Previous 214,775 2.98%
Holding current value
$6.39 Billion
Previous $5.66 Billion 12.93%
% of portfolio
0.82%
Previous 0.69%

Shares

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

Jul 18, 2025
BUY
N/A
6,390 Added 2.98%
221,165 $6.39 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
17,035 Added 8.61%
214,775 $5.66 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
197,740 New
197,740 $4.85 Billion
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email