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