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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

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Sequoia 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 12k 25.55
2024-06-30 $292k 11k 25.55

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View all positions for Sequoia Financial Advisors

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Schechter Investment Advisors
Valeo Financial Advisors
Black Swift Group
Jane Street
Centennial Wealth Advisory
Knott David M Jr
Authentikos Wealth Advisory
B.O.S.S. Retirement Advisors
Simplicity Wealth
Sequoia Financial Advisors
Branch Banking & Trust Company
Envestnet Asset Management
Elevated Capital Advisors

View all funds holding Series Portfolios Tr