Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOZ
- CUSIP Number: 81752t528
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bienville Capital Management | 1.8M | $48M | 52% | Dec 2023 |
|
| AE Wealth Management | 722k | $19M | 239% | Dec 2023 |
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| Guardian Financial Partners | 623k | $17M | 53% | Mar 2024 |
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| Black Swift Group | 396k | $10M | 66% | Dec 2023 |
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| Schechter Investment Advisors | 321k | $8.5M | 100% | Dec 2023 |
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| Gradient Investments | 184k | $4.9M | 17% | Mar 2024 |
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| Klr Investment Advisors | 123k | $3.3M | 100% | Mar 2024 |
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| Valeo Financial Advisors | 59k | $1.6M | 77% | Mar 2024 |
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| Centennial Wealth Advisory | 36k | $954k | 3% | Mar 2024 |
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| B.O.S.S. Retirement Advisors | 28k | $743k | 100% | Dec 2023 |
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| Flow Traders US | 28k | $732k | 50% | Dec 2023 |
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| Mid-American Wealth Advisory Group | 19k | $510k | 100% | Mar 2024 |
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| Evoke Wealth | 11k | $285k | 100% | Dec 2023 |
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| Wright Fund Managment | 9.0k | $236k | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 8.3k | $219k | 100% | Dec 2023 |
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| Pineridge Advisors | 2.0k | $53k | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 408.00 | $11k | -71% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 57.00 | $1.5k | 100% | Dec 2023 |
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