Simplicity Wealth »

Series Portfolios Tr shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 12k 25.55