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Series Portfolios Tr shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 78 25.55

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial 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