Series Portfolios Tr shares owned by Capital A Wealth Management
Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Capital A Wealth Management
from 13F filings
Historical chart of Capital A Wealth Management investment in Series Portfolios Tr
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All positions including Series Portfolios Tr held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Series Portfolios Tr by Capital A Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $10k | 400 | 25.29 |
| 2025-03-31 | $332 | 13 | 25.54 |
| 2024-12-31 | $330 | 13 | 25.46 |
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