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Series Portfolios Tr shares owned by Strait & Sound Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Strait & Sound Wealth Management from 13F filings

Historical chart of Strait & Sound Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 16k 25.57
2025-06-30 $391k 15k 25.60
2025-03-31 $279k 11k 25.51