Poinciana Advisors Group, LLC EA SERIES TRUST Transaction History

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Number of Shares
259,749
Previous 193,014 34.58%
Holding current value
$5.29 Billion
Previous $3.75 Billion 41.08%
% of portfolio
4.77%
Previous 3.89%

Shares

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

Jul 17, 2025
BUY
N/A
66,735 Added 34.58%
259,749 $5.29 Billion
Q1 2025

Apr 30, 2025
SELL
N/A
-1,400 Reduced 0.72%
193,014 $3.75 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
194,414 New
194,414 $4.21 Billion
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