Centennial Wealth Advisory »

Series Portfolios Tr shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Centennial Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $911k 36k 25.51
2023-12-31 $872k 35k 25.29
2023-09-30 $909k 36k 25.31

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding Series Portfolios Tr

AE Wealth Management
Jane Street
Bienville Capital Management
Schechter Investment Advisors
Centennial Wealth Advisory
Gts Securities
Black Swift Group
Valeo Financial Advisors
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Branch Banking & Trust Company
Pineridge Advisors
Nordwand Advisors
Oliver Lagore Vanvalin Investment Group
Advisor Group Holdings

View all funds holding Series Portfolios Tr