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Series Portfolios Tr shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment Advisors investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.9M 154k 25.51
2024-12-31 $3.9M 152k 25.46
2024-09-30 $4.5M 176k 25.55
2024-06-30 $3.8M 150k 25.55
2024-03-31 $2.6M 100k 25.51
2023-12-31 $481k 19k 25.29

More positions owned by Schechter Investment Advisors

Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Value Etf Etf (VTV)
Ares Acquisition Corp Ii Shs Class A Stock
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Growth Etf Etf (VUG)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Spdr S&p 500 Etf Trust Etf (SPY)
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)
Nabors Energy Transition Corp Cl A Stock (NETD)
Merck & Co Stock (MRK)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Haymaker Acquisition Corp Iv Class A Stock (HYAC)

View all positions for Schechter Investment Advisors

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Ball & Co Wealth Management
Carmel Capital Partners
Black Swift Group
Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr