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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
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

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

View all positions for Schechter Investment 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