Nordwand Advisors »

Series Portfolios Tr shares owned by Nordwand Advisors

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

Historical chart of Nordwand Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Nordwand Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $126k 4.9k 25.55
2024-06-30 $126k 4.9k 25.55
2024-03-31 $50k 2.0k 25.50

More positions owned by Nordwand Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Johnson & Johnson (JNJ)
Novocure Ord Shs (NVCR)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Grab Holdings Class A Ord (GRAB)
Harbor Etf Trust Internatnal Comp (OSEA)
Ardagh Metal Packaging S A SHS (AMBP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Mp Materials Corp Com Cl A (MP)
Oaktree Specialty Lending Corp (OCSL)
Series Portfolios Tr Panagram Bbb B (CLOZ)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Nordwand Advisors

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