Series Portfolios Tr shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 12k | 25.57 |
| 2025-06-30 | $310k | 12k | 25.60 |
| 2025-03-31 | $305k | 12k | 25.51 |
| 2024-12-31 | $300k | 12k | 25.46 |
| 2024-09-30 | $296k | 12k | 25.55 |
| 2024-06-30 | $292k | 11k | 25.55 |
More positions owned by Sequoia Financial Advisors
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