Delap Wealth Advisory, LLC EA SERIES TRUST Transaction History

Delap Wealth Advisory, LLC

244,413

Previous 214,091 14.16%

$5.55 Billion

Previous $4.36 Billion 27.09%

2.33%

Previous 2.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	N/A	30,322 Added 14.16%	244,413 $5.55 Billion
Q2 2025 Jul 28, 2025	BUY	N/A	82,863 Added 63.14%	214,091 $4.36 Billion
Q1 2025 May 08, 2025	BUY	N/A	3,825 Added 3.0%	131,228 $2.55 Billion
Q4 2024 Feb 04, 2025	SELL	N/A	-1,509 Reduced 1.17%	127,403 $2.76 Billion
Q3 2024 Nov 12, 2024	SELL	N/A	-26,640 Reduced 17.13%	128,912 $2.85 Billion

Q2 2024 Aug 13, 2024	BUY	N/A	83,024 Added 114.47%	155,552 $3.17 Billion
Q1 2024 May 14, 2024	BUY	N/A	34,910 Added 92.8%	72,528 $1.54 Billion
Q4 2023 Feb 14, 2024	SELL	N/A	-2,436 Reduced 6.08%	37,618 $791 Million
Q3 2023 Nov 13, 2023	BUY	N/A	11,741 Added 41.47%	40,054 $732 Million
Q2 2023 Aug 08, 2023	SELL	N/A	-8,484 Reduced 23.06%	28,313 $505 Million
Q1 2023 May 15, 2023	BUY	N/A	36,797 New	36,797 $645 Million

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