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Series Portfolios Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Series Portfolios Tr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 297M7.2M7.4M260k265k270k275k280k
Value ($)Share countHistorical CLOZ position of Atria Investments Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Series Portfolios Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5M 280k 26.95
2024-09-30 $6.9M 258k 26.88

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Atria Investments

Top funds holding Series Portfolios Tr

Schechter Investment Advisors
State of New Jersey Common Pension Fund D
Kovitz Investment Group Partners
Guardian Financial Partners
Security Benefit Life Insurance
Black Swift Group
Gradient Investments
Brookstone Capital Management
Empowered Funds
Wright Fund Managment
Sowell Financial Services
Atria Investments
Almanack Investment Partners
Mariner Wealth Advisors
UBS Group

View all funds holding Series Portfolios Tr