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Series Portfolios Tr shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 72k 24.89
2023-09-30 $2.8M 115k 24.25
2023-06-30 $3.9M 158k 24.96
2023-03-31 $4.0M 169k 23.46

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
TD Waterhouse Canada
Worth Asset Management
West Michigan Advisors
Davis Investment Partners
SeaCrest Wealth Management
Sound View Wealth Advisors Group
IFP Advisors
Global Retirement Partners
Ancora Advisors
UBS Group

View all funds holding Series Portfolios Tr