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Series Portfolios Tr shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $306 10 30.60
2023-12-31 $278 10 27.80
2023-09-30 $247 10 24.70
2023-06-30 $255 10 25.50

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

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