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Series Portfolios Tr shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1k 200 25.58
2024-06-30 $5.0k 197 25.55

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View all positions for Sunbelt Securities

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