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Series Portfolios Tr shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 70k 25.58

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Amazon Stock (AMZN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)

View all positions for Farther Finance Advisors

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Spectrum Asset Management
Reuter James Wealth Management
Ball & Co Wealth Management
Carmel Capital Partners
Copia Wealth Management
SRS Capital Advisors
WMG Financial Advisors
Black Swift Group
Inspire Advisors
Farther Finance Advisors
Fortis Group Advisors
Brookwood Investment Group
Valeo Financial Advisors

View all funds holding Series Portfolios Tr