Series Portfolios Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Series Portfolios Tr
Tip: Access up to 7 years of quarterly data
All positions including Series Portfolios Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Series Portfolios Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $164k | 6.4k | 25.51 |
| 2025-09-30 | $26k | 1.0k | 25.57 |
| 2025-06-30 | $26k | 1.0k | 25.60 |
More positions owned by Steward Partners Investment Advisory
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