San Luis Wealth Advisors LLC EA SERIES TRUST Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Number of Shares
1,824,040
Previous 2,178,081 16.25%
Holding current value
$47.5 Million
Previous $58.4 Million 18.75%
% of portfolio
10.2%
Previous 13.21%

Shares

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

Jul 17, 2025
SELL
N/A
-354,041 Reduced 16.25%
1,824,040 $47.5 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-754,043 Reduced 25.72%
2,178,081 $58.4 Million
Q1 2025

Apr 15, 2025
BUY
N/A
6,121 Added 0.21%
2,932,124 $79.5 Million
Q4 2024

Jan 14, 2025
BUY
N/A
207,353 Added 7.63%
2,926,003 $79.3 Million
Q3 2024

Oct 09, 2024
BUY
N/A
51,252 Added 1.92%
2,718,650 $78.7 Million
Q2 2024

Jul 12, 2024
BUY
N/A
224,972 Added 9.21%
2,667,398 $71.9 Million
Q1 2024

Apr 11, 2024
BUY
N/A
311,101 Added 14.6%
2,442,426 $68.6 Million
Q4 2023

Jan 17, 2024
BUY
N/A
437,508 Added 25.83%
2,131,325 $56.5 Million
Q3 2023

Oct 31, 2023
BUY
N/A
1,693,817 New
1,693,817 $41.1 Million
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