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Series Portfolios Tr shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5k 57 26.40

More positions owned by Global Wealth Management Investment Advisory

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int Term Corp (VCIT)
Apple (AAPL)
Ishares Tr 0 5yr Invt Gr Cp (SLQD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Sp Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Global Wealth Management Investment Advisory

Top funds holding Series Portfolios Tr

Bienville Capital Management
AE Wealth Management
Guardian Financial Partners
Schechter Investment Advisors
Black Swift Group
Gradient Investments
Klr Investment Advisors
Valeo Financial Advisors
BI Asset Management Fondsmaeglerselskab A/S
Centennial Wealth Advisory
Flow Traders US
Nordwand Advisors
Mid-American Wealth Advisory Group
Evoke Wealth
Wright Fund Managment

View all funds holding Series Portfolios Tr