Sequoia Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Sequoia 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