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Series Portfolios Tr shares owned by Pineridge Advisors

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

Historical chart of Pineridge Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 1.5k 25.55
2024-06-30 $30k 1.2k 25.55
2024-03-31 $34k 1.3k 25.51
2023-12-31 $55k 2.2k 25.29

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr S&p Regl Bkg (KRE)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Silver Tr Ishares (SLV)
World Gold Tr Spdr Gld Minis (GLDM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)

View all positions for Pineridge 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