Series Portfolios Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 1.2M | 25.55 |
| 2024-06-30 | $24M | 925k | 25.55 |
| 2024-03-31 | $20M | 801k | 25.51 |
| 2023-12-31 | $19M | 739k | 25.41 |
| 2023-09-30 | $4.9M | 194k | 25.31 |