Philip James Wealth Mangement, LLC EA SERIES TRUST Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Number of Shares
254,379
Previous 221,165 15.02%
Holding current value
$7.62 Billion
Previous $6.39 Billion 19.16%
% of portfolio
0.89%
Previous 0.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
33,214 Added 15.02%
254,379 $7.62 Billion
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
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