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Series Portfolios Tr shares owned by CWM

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0k 24 41.67

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Series Portfolios Tr

Susquehanna International
HighTower Advisors
Bank Of Montreal
Concord Wealth Partners
Hollencrest Securities
CWM
Rise Advisors

View all funds holding Series Portfolios Tr