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Series Portfolios Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 14k 25.55
2024-06-30 $252k 9.8k 25.55
2024-03-31 $230k 9.0k 25.51

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Schechter Investment Advisors
Black Swift Group
Valeo Financial Advisors
Centennial Wealth Advisory
Jane Street
Citigroup
Citadel Advisors
Knott David M Jr
B.O.S.S. Retirement Advisors
Authentikos Wealth Advisory
Envestnet Asset Management
Simplicity Wealth
Sequoia Financial Advisors

View all funds holding Series Portfolios Tr